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
LAS
801
LWM Advisory Services
Florida
$418K
EFS
802
Essex Financial Services
Connecticut
$414K
WS
803
Wedbush Securities
California
$413K
CFP
804
Catalyst Financial Partners
Massachusetts
$413K
SL
805
Sentinus LLC
Illinois
$413K
CPA
806
Cardiff Park Advisors
California
$409K
MFA
807
Mayflower Financial Advisors
Massachusetts
$407K
AFO
808
Arrowroot Family Office
California
$405K
FCM
809
Fieldview Capital Management
Michigan
$404K
UW
810
Unique Wealth
Florida
$403K
FWM
811
Focused Wealth Management
New York
$402K
AWAU
812
Alliance Wealth Advisors (Utah)
Utah
$392K
KCP
813
Kera Capital Partners
California
$392K
HA
814
HC Advisors
Georgia
$387K
AWA
815
Amplius Wealth Advisors
Pennsylvania
$386K
FCH
816
Freestone Capital Holdings
Washington
$386K
BTI
817
Blue Trust Inc
Georgia
$382K
RI
818
Ridgewood Investments
New Jersey
$378K
SCM
819
Shelton Capital Management
Colorado
$378K
SWM
820
SHP Wealth Management
Massachusetts
$377K
GBT
821
Grove Bank & Trust
Florida
$376K
HFO
822
Heritage Family Offices
Arizona
$376K
FFP
823
FourThought Financial Partners
Florida
$375K
EFG
824
Everhart Financial Group
Ohio
$373K
VWA
825
VSM Wealth Advisory
Maryland
$373K