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1,250 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 479 increasing their positions, 414 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2781,250 (-28)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$5.99B)

Holders
1,250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.2M
Puts
$68.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
Belpointe Asset Management
Nevada
$653K
SAM
677
Sagewood Asset Management
New York
$653K
GBA
678
Garrison Bradford & Associates
New York
$646K
TIM
679
Thompson Investment Management
Wisconsin
$646K
SC
680
Saturna Capital
Washington
$642K
VVP
681
Venture Visionary Partners
Ohio
$641K
SIA
682
Soltis Investment Advisors
Utah
$641K
CI
683
Cigna Investments
Connecticut
$639K
SAM
684
Smartleaf Asset Management
Massachusetts
$630K
DADC
685
D.A. Davidson & Co
Montana
$629K
JWCA
686
J.W. Cole Advisors
Florida
$626K
ECM
687
Evergreen Capital Management
Washington
$624K
BHC
688
Bull Harbor Capital
Maryland
$618K
FB
689
Fulton Bank
Pennsylvania
$616K
LAM
690
Lountzis Asset Management
Pennsylvania
$613K
RWMG
691
Redwood Wealth Management Group
New Jersey
$613K
RW
692
Rede Wealth
Virginia
$613K
BP
693
Ballentine Partners
Massachusetts
$611K
HW
694
Hancock Whitney
Mississippi
$609K
Luther King Capital Management (LKCM)
695
Luther King Capital Management (LKCM)
Texas
$604K
SVWAG
696
Sound View Wealth Advisors Group
Georgia
$602K
PPA
697
Painted Porch Advisors
California
$602K
PA
698
Profund Advisors
Maryland
$596K
BC
699
Barrett & Company
Rhode Island
$595K
EW
700
Evoke Wealth
California
$593K