We are live on ! Find out more

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
CPBTD
751
Central Pacific Bank - Trust Division
Hawaii
$492K
SFC
752
SYM Financial Corp
Indiana
$492K -$35.2K -106 -7%
AIM
753
Avity Investment Management
Connecticut
$491K +$459K +1,382 New
CAMG
754
CWA Asset Management Group
Florida
$491K -$352K -1,058 -41%
FMI
755
Frec Markets Inc
California
$491K +$201K +606 +66%
PA
756
Pinnacle Associates
New York
$488K +$665 +2 +0.1%
GCC
757
Game Creek Capital
Massachusetts
$484K
AGA
758
Accuvest Global Advisors
Utah
$484K
EW
759
Elyxium Wealth
California
$483K +$17.9K +54 +4%
LF
760
Lantz Financial
Illinois
$482K -$30.9K -93 -6%
RZH
761
Relyea Zuckerberg Hanson
Connecticut
$480K +$21.9K +66 +5%
SWA
762
Stratos Wealth Advisors
Ohio
$480K
PP
763
PDS Planning
Ohio
$477K +$23.9K +72 +5%
GG
764
Greenwood Gearhart
Arkansas
$473K -$136K -410 -22%
SACTSONJ
765
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$470K +$484K +1,455 New
KFSC
766
Keystone Financial Services (Colorado)
Colorado
$469K +$483K +1,453 New
TPWM
767
Twelve Points Wealth Management
Massachusetts
$468K -$13.3K -40 -3%
UB
768
UMB Bank
Missouri
$468K -$39.5K -119 -8%
NRS
769
Neville Rodie & Shaw
New York
$468K
CCA
770
Conservest Capital Advisors
Pennsylvania
$467K +$2.99K +9 +0.6%
DAS
771
Daybright Advisory Services
Florida
$458K
PMSA
772
Patrick M. Sweeney & Associates
Illinois
$456K +$470K +1,413 New
RFN
773
RDA Financial Network
Iowa
$455K +$52.8K +159 +13%
WPW
774
Waldron Private Wealth
Pennsylvania
$453K +$13K +39 +3%
MMCM
775
Murphy & Mullick Capital Management
New York
$453K -$9.97K -30 -2%