1,244 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 478 increasing their positions, 410 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:

5% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2751,244 (-31)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6B)

Holders
1,244
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
EPIM
726
Evelyn Partners Investment Management
$541K
SIA
727
SkyView Investment Advisors
New Jersey
$537K
BFG
728
Birch Financial Group
New Hampshire
$533K
MWP
729
Meriwether Wealth & Planning
Louisiana
$527K
AGWCA
730
Annis Gardner Whiting Capital Advisors
Florida
$526K
BP
731
BBR Partners
New York
$526K
FT
732
Fiduciary Trust
Massachusetts
$525K
HAG
733
HighPoint Advisor Group
Illinois
$522K
FRM
734
Fox Run Management
Connecticut
$521K
PMFA
735
Plante Moran Financial Advisors
Michigan
$518K
KWM
736
KFG Wealth Management
Indiana
$516K
ISL
737
Ingalls & Snyder LLC
New York
$515K
NS
738
NBC Securities
Alabama
$513K
BAAM
739
Baker Avenue Asset Management
California
$511K
GAM
740
Generali Asset Management
Italy
$511K
WA
741
Waddell & Associates
Tennessee
$508K
PE
742
PCM Encore
Colorado
$506K
ST
743
Sageworth Trust
Pennsylvania
$504K
WAS
744
Westco Advisory Services
New York
$503K
GI
745
GAMMA Investing
California
$496K
KA
746
Kintegral Advisory
New York
$495K
Envestnet Portfolio Solutions
747
Envestnet Portfolio Solutions
Illinois
$495K
CPBTD
748
Central Pacific Bank - Trust Division
Hawaii
$492K
SFC
749
SYM Financial Corp
Indiana
$492K
AIM
750
Avity Investment Management
Connecticut
$491K