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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
GSWM
776
Golden State Wealth Management
California
$452K +$98.4K +296 +27%
OF
777
Optimize Financial
California
$451K +$465K +1,398 New
OWP
778
ORG Wealth Partners
Texas
$449K -$67.5K -203 -13%
IA
779
IFG Advisors
Missouri
$449K
FCA
780
Fortis Capital Advisors
Kansas
$448K -$458K -1,378 -50%
GIM
781
Goelzer Investment Management
Indiana
$447K
FBFS
782
First Business Financial Services
Wisconsin
$447K
GWM
783
Geneos Wealth Management
Colorado
$446K +$319K +959 +227%
WFI
784
West Family Investments
California
$446K -$143K -431 -24%
PCM
785
Polymer Capital Management
New York
$442K -$354K -1,065 -44%
PWA
786
Prairie Wealth Advisors
Nebraska
$441K
PCIA
787
Prime Capital Investment Advisors
Kansas
$440K -$21.9K -66 -5%
DWP
788
Daymark Wealth Partners
Ohio
$438K +$451K +1,358 New
SB
789
Sunflower Bank
Texas
$436K -$1.33K -4 -0.3%
WF
790
WoodTrust Financial
Wisconsin
$436K -$1.45M -4,355 -76%
NAMP
791
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436K
AC
792
AlphaCore Capital
California
$432K +$445K +1,340 New
NOI
793
Newton One Investments
Delaware
$432K +$997 +3 +0.2%
NSIM
794
North Star Investment Management
Illinois
$432K -$4.99K -15 -1%
Empower Advisory Group
795
Empower Advisory Group
Colorado
$429K -$131K -393 -23%
MMM
796
Mendel Money Management
Illinois
$428K +$8.64K +26 +2%
CIS
797
Custom Index Systems
New York
$428K +$166K +498 +60%
CFO
798
Cambient Family Office
Michigan
$428K +$58.5K +176 +15%
RYIA
799
Roehl & Yi Investment Advisors
Oregon
$425K +$57.2K +172 +15%
IB
800
Intrust Bank
Kansas
$425K +$130K +390 +42%