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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
TNA
801
True North Advisors
Texas
$424K
SA
802
SPWM Advisors
Michigan
$424K
LFA
803
Legacy Financial Advisors
Kentucky
$420K
LAS
804
LWM Advisory Services
Florida
$418K
EFS
805
Essex Financial Services
Connecticut
$414K
WS
806
Wedbush Securities
California
$413K
CFP
807
Catalyst Financial Partners
Massachusetts
$413K
SL
808
Sentinus LLC
Illinois
$413K
CPA
809
Cardiff Park Advisors
California
$409K
MFA
810
Mayflower Financial Advisors
Massachusetts
$407K
AFO
811
Arrowroot Family Office
California
$405K
FCM
812
Fieldview Capital Management
Michigan
$404K
UW
813
Unique Wealth
Florida
$403K
FWM
814
Focused Wealth Management
New York
$402K
AWAU
815
Alliance Wealth Advisors (Utah)
Utah
$392K
KCP
816
Kera Capital Partners
California
$392K
HA
817
HC Advisors
Georgia
$387K
AWA
818
Amplius Wealth Advisors
Pennsylvania
$386K
FCH
819
Freestone Capital Holdings
Washington
$386K
BTI
820
Blue Trust Inc
Georgia
$382K
RI
821
Ridgewood Investments
New Jersey
$378K
SCM
822
Shelton Capital Management
Colorado
$378K
SWM
823
SHP Wealth Management
Massachusetts
$377K
GBT
824
Grove Bank & Trust
Florida
$376K
HFO
825
Heritage Family Offices
Arizona
$376K