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1,251 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

41% more call options, than puts

Call options by funds: $97.2M | Put options by funds: $68.9M

16% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 414

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

0.31% less ownership

Funds ownership: 87.87%87.56% (-0.31%)

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2791,251 (-28)

9% less capital invested

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

Holders
1,251
Holders Change
-28
Holders Change %
-2.19%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.36%
New
139
Increased
479
Reduced
414
Closed
145
Calls
$97.2M
Puts
$68.9M
Net Calls
+$28.3M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
726
Northern Capital Management (Washington)
Washington
$545K
HFAS
727
Hummer Financial Advisory Services
Illinois
$543K
FI
728
Fosun International
China
$541K
EPIM
729
Evelyn Partners Investment Management
$541K
SIA
730
SkyView Investment Advisors
New Jersey
$537K +$13K +39 +2%
BFG
731
Birch Financial Group
New Hampshire
$533K -$72.8K -219 -12%
MWP
732
Meriwether Wealth & Planning
Louisiana
$527K +$542K +1,632 New
AGWCA
733
Annis Gardner Whiting Capital Advisors
Florida
$526K -$35.2K -106 -6%
BP
734
BBR Partners
New York
$526K -$914K -2,751 -63%
FT
735
Fiduciary Trust
Massachusetts
$525K +$131K +395 +32%
HAG
736
HighPoint Advisor Group
Illinois
$522K -$1.33M -4,002 -71%
FRM
737
Fox Run Management
Connecticut
$521K +$534K +1,608 New
PMFA
738
Plante Moran Financial Advisors
Michigan
$518K
KWM
739
KFG Wealth Management
Indiana
$516K
ISL
740
Ingalls & Snyder LLC
New York
$515K +$155K +467 +41%
NS
741
NBC Securities
Alabama
$513K +$3.99K +12 +0.8%
BAAM
742
Baker Avenue Asset Management
California
$511K +$526K +1,583 New
GAM
743
Generali Asset Management
Italy
$511K -$136K -408 -21%
WA
744
Waddell & Associates
Tennessee
$508K +$183K +550 +54%
PE
745
PCM Encore
Colorado
$506K +$16.9K +51 +3%
ST
746
Sageworth Trust
Pennsylvania
$504K +$519K +1,561 New
WAS
747
Westco Advisory Services
New York
$503K
GI
748
GAMMA Investing
California
$496K -$31.6K -95 -6%
KA
749
Kintegral Advisory
New York
$495K -$22.6K -68 -4%
Envestnet Portfolio Solutions
750
Envestnet Portfolio Solutions
Illinois
$495K -$39.9K -120 -7%