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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
FFP
826
FourThought Financial Partners
Florida
$375K -$527K -1,585 -58%
EFG
827
Everhart Financial Group
Ohio
$373K +$4.65K +14 +1%
VWA
828
VSM Wealth Advisory
Maryland
$373K
7WCP
829
71 West Capital Partners
Massachusetts
$372K +$116K +348 +43%
BL
830
BFSG LLC
California
$372K +$5.98K +18 +2%
SBFM
831
S-Bank Fund Management
Finland
$371K -$14.3K -43 -4%
DWA
832
Delap Wealth Advisory
Oregon
$368K -$11.3K -34 -3%
OBGC
833
O'Brien Greene & Co
Pennsylvania
$366K
NL
834
NWAM LLC
Washington
$365K -$2.99K -9 -0.8%
CWG
835
Cornerstone Wealth Group
North Carolina
$364K +$41.5K +125 +13%
ACM
836
Aster Capital Management
United Arab Emirates
$364K -$279K -839 -48%
LAM
837
L2 Asset Management
Massachusetts
$363K +$24.3K +73 +7%
CIC
838
Chilton Investment Company
Connecticut
$362K -$548K -1,650 -60%
TFA
839
Tranquilli Financial Advisor
New Jersey
$360K +$371K +1,116 New
PWM
840
Parkway Wealth Management
Texas
$359K
PCM
841
Penserra Capital Management
California
$356K +$11K +33 +3%
CC
842
Carlson Capital
Texas
$355K +$166K +500 +83%
RFO
843
RiverGlades Family Offices
Florida
$355K +$366K +1,100 New
TWIM
844
TIAA Wealth Investment Management
New York
$354K +$365K +1,098 New
VFA
845
Voya Financial Advisors
Connecticut
$351K +$372K +1,118 New
SCA
846
Sandy Cove Advisors
Massachusetts
$350K +$8.31K +25 +2%
FHC
847
First Horizon Corporation
Tennessee
$350K -$18.3K -55 -5%
CI Investments Inc
848
CI Investments Inc
Ontario, Canada
$350K +$89.7K +270 +33%
KCM
849
Kathmere Capital Management
Pennsylvania
$349K -$167K -502 -32%
LWP
850
LeClair Wealth Partners
Ohio
$346K -$434K -1,306 -55%