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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
BWAM
851
Blue Water Asset Management
Michigan
$346K +$665 +2 +0.2%
JSAM
852
J. Safra Asset Management
New York
$346K
AFP
853
Ausdal Financial Partners
Iowa
$345K +$356K +1,070 New
SFS
854
Sowell Financial Services
Arkansas
$345K +$17.6K +53 +5%
IA
855
IFC Advisors
California
$345K +$332 +1 +0.1%
DIM
856
Delta Investment Management
California
$344K -$2.99K -9 -0.8%
CTC
857
Central Trust Company
Missouri
$343K -$92.4K -278 -21%
MIM
858
Martin Investment Management
Florida
$342K -$88.1K -265 -20%
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$341K +$5.65K +17 +2%
DAM
860
Directional Asset Management
Illinois
$339K
WCG
861
Weaver Consulting Group
California
$338K -$2.33K -7 -0.7%
SW
862
Simplicity Wealth
New Jersey
$335K +$51.2K +154 +17%
LWPC
863
Legacy Wealth Partners (Colorado)
Colorado
$335K
RWM
864
Revisor Wealth Management
Ohio
$334K +$344K +1,036 New
BHC
865
Bowen Hanes & Co
Florida
$334K
IAA
866
Independent Advisor Alliance
North Carolina
$334K -$151K -454 -31%
MLFP
867
MPS Loria Financial Planners
Illinois
$332K
SIG
868
Sargent Investment Group
Maryland
$331K -$51.5K -155 -13%
AC
869
Apella Capital
Connecticut
$329K +$64.1K +193 +24%
DWM
870
Dakota Wealth Management
Florida
$329K -$320K -963 -49%
SAI
871
Savvy Advisors Inc
New York
$328K +$29.9K +90 +10%
BWS
872
Broadway Wealth Solutions
Texas
$327K +$47.2K +142 +16%
BWM
873
BlackDiamond Wealth Management
New York
$324K -$4.32K -13 -1%
JFG
874
Jefferies Financial Group
New York
$324K -$40.6M -122,026 -99%
CIA
875
Choate Investment Advisors
Massachusetts
$322K -$26.3K -79 -7%