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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
BWAM
851
Blue Water Asset Management
Michigan
$346K
JSAM
852
J. Safra Asset Management
New York
$346K
AFP
853
Ausdal Financial Partners
Iowa
$345K
SFS
854
Sowell Financial Services
Arkansas
$345K
IA
855
IFC Advisors
California
$345K
DIM
856
Delta Investment Management
California
$344K
CTC
857
Central Trust Company
Missouri
$343K
MIM
858
Martin Investment Management
Florida
$342K
NDSI
859
Newman Dignan & Sheerar Inc
Rhode Island
$341K
DAM
860
Directional Asset Management
Illinois
$339K
WCG
861
Weaver Consulting Group
California
$338K
SW
862
Simplicity Wealth
New Jersey
$335K
LWPC
863
Legacy Wealth Partners (Colorado)
Colorado
$335K
RWM
864
Revisor Wealth Management
Ohio
$334K
BHC
865
Bowen Hanes & Co
Florida
$334K
IAA
866
Independent Advisor Alliance
North Carolina
$334K
MLFP
867
MPS Loria Financial Planners
Illinois
$332K
SIG
868
Sargent Investment Group
Maryland
$331K
AC
869
Apella Capital
Connecticut
$329K
DWM
870
Dakota Wealth Management
Florida
$329K
SAI
871
Savvy Advisors Inc
New York
$328K
BWS
872
Broadway Wealth Solutions
Texas
$327K
BWM
873
BlackDiamond Wealth Management
New York
$324K
JFG
874
Jefferies Financial Group
New York
$324K
CIA
875
Choate Investment Advisors
Massachusetts
$322K