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
SFS
851
Sowell Financial Services
Arkansas
$345K
IA
852
IFC Advisors
California
$345K
DIM
853
Delta Investment Management
California
$344K
CTC
854
Central Trust Company
Missouri
$343K
MIM
855
Martin Investment Management
Florida
$342K
NDSI
856
Newman Dignan & Sheerar Inc
Rhode Island
$341K
DAM
857
Directional Asset Management
Illinois
$339K
WCG
858
Weaver Consulting Group
California
$338K
SW
859
Simplicity Wealth
New Jersey
$335K
LWPC
860
Legacy Wealth Partners (Colorado)
Colorado
$335K
RWM
861
Revisor Wealth Management
Ohio
$334K
BHC
862
Bowen Hanes & Co
Florida
$334K
IAA
863
Independent Advisor Alliance
North Carolina
$334K
MLFP
864
MPS Loria Financial Planners
Illinois
$332K
SIG
865
Sargent Investment Group
Maryland
$331K
AC
866
Apella Capital
Connecticut
$329K
DWM
867
Dakota Wealth Management
Florida
$329K
SAI
868
Savvy Advisors Inc
New York
$328K
BWS
869
Broadway Wealth Solutions
Texas
$327K
BWM
870
BlackDiamond Wealth Management
New York
$324K
JFG
871
Jefferies Financial Group
New York
$324K
CIA
872
Choate Investment Advisors
Massachusetts
$322K
CI
873
Conning Inc
Connecticut
$319K
1IA
874
1834 Investment Advisors
Wisconsin
$318K
CP
875
Creekside Partners
California
$317K