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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
TNA
801
True North Advisors
Texas
$424K +$76.4K +230 +21%
SA
802
SPWM Advisors
Michigan
$424K +$445K +1,339 New
LFA
803
Legacy Financial Advisors
Kentucky
$420K -$15K -45 -3%
LAS
804
LWM Advisory Services
Florida
$418K +$149K +447 +53%
EFS
805
Essex Financial Services
Connecticut
$414K -$45.2K -136 -10%
WS
806
Wedbush Securities
California
$413K +$15.6K +47 +4%
CFP
807
Catalyst Financial Partners
Massachusetts
$413K +$18.9K +57 +5%
SL
808
Sentinus LLC
Illinois
$413K +$425K +1,278 New
CPA
809
Cardiff Park Advisors
California
$409K
MFA
810
Mayflower Financial Advisors
Massachusetts
$407K -$57.8K -174 -12%
AFO
811
Arrowroot Family Office
California
$405K
FCM
812
Fieldview Capital Management
Michigan
$404K +$416K +1,251 New
UW
813
Unique Wealth
Florida
$403K +$415K +1,250 New
FWM
814
Focused Wealth Management
New York
$402K +$1.66K +5 +0.4%
AWAU
815
Alliance Wealth Advisors (Utah)
Utah
$392K -$452K -1,361 -53%
KCP
816
Kera Capital Partners
California
$392K +$48.9K +147 +14%
HA
817
HC Advisors
Georgia
$387K
AWA
818
Amplius Wealth Advisors
Pennsylvania
$386K +$5.32K +16 +1%
FCH
819
Freestone Capital Holdings
Washington
$386K -$131K -393 -25%
BTI
820
Blue Trust Inc
Georgia
$382K +$51.8K +156 +15%
RI
821
Ridgewood Investments
New Jersey
$378K +$389K +1,171 New
SCM
822
Shelton Capital Management
Colorado
$378K
SWM
823
SHP Wealth Management
Massachusetts
$377K +$7.98K +24 +2%
GBT
824
Grove Bank & Trust
Florida
$376K -$63.8K -192 -14%
HFO
825
Heritage Family Offices
Arizona
$376K -$292K -880 -43%