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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
GSWM
776
Golden State Wealth Management
California
$452K
OF
777
Optimize Financial
California
$451K
OWP
778
ORG Wealth Partners
Texas
$449K
IA
779
IFG Advisors
Missouri
$449K
FCA
780
Fortis Capital Advisors
Kansas
$448K
GIM
781
Goelzer Investment Management
Indiana
$447K
FBFS
782
First Business Financial Services
Wisconsin
$447K
GWM
783
Geneos Wealth Management
Colorado
$446K
WFI
784
West Family Investments
California
$446K
PCM
785
Polymer Capital Management
New York
$442K
PWA
786
Prairie Wealth Advisors
Nebraska
$441K
PCIA
787
Prime Capital Investment Advisors
Kansas
$440K
DWP
788
Daymark Wealth Partners
Ohio
$438K
SB
789
Sunflower Bank
Texas
$436K
WF
790
WoodTrust Financial
Wisconsin
$436K
NAMP
791
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$436K
AC
792
AlphaCore Capital
California
$432K
NOI
793
Newton One Investments
Delaware
$432K
NSIM
794
North Star Investment Management
Illinois
$432K
Empower Advisory Group
795
Empower Advisory Group
Colorado
$429K
MMM
796
Mendel Money Management
Illinois
$428K
CIS
797
Custom Index Systems
New York
$428K
CFO
798
Cambient Family Office
Michigan
$428K
RYIA
799
Roehl & Yi Investment Advisors
Oregon
$425K
IB
800
Intrust Bank
Kansas
$425K