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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
LW
901
Linscomb Wealth
Texas
$294K
IWA
902
Inspirion Wealth Advisors
Illinois
$293K
TAM
903
Todd Asset Management
Kentucky
$293K
IWA
904
Icon Wealth Advisors
Texas
$292K -$1.15M -3,471 -79%
GWP
905
Gateway Wealth Partners
Wisconsin
$291K +$299K +900 New
BIM
906
Baldwin Investment Management
Pennsylvania
$291K
WIA
907
Westbourne Investment Advisors
Maryland
$291K
QFW
908
QTR Family Wealth
Florida
$289K +$298K +896 New
RPGK
909
Retirement Planning Group (Kansas)
Kansas
$289K -$14K -42 -4%
CIA
910
Caerus Investment Advisors
Texas
$286K +$294K +886 New
NP
911
Nilsine Partners
Colorado
$281K +$44.5K +134 +18%
SC
912
Sapient Capital
Indiana
$279K +$287K +865 New
GWMR
913
GC Wealth Management RIA
Massachusetts
$279K -$22.6K -68 -7%
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$279K -$60.8K -183 -17%
KBFS
915
Kohmann Bosshard Financial Services
Ohio
$277K
RFW
916
Redwood Family Wealth
Texas
$274K -$3.32K -10 -1%
AA
917
Alta Advisers
United Kingdom
$274K
APG
918
Abacus Planning Group
South Carolina
$273K -$332 -1 -0.1%
CBTWT
919
Community Bank & Trust (Waco, Texas)
Texas
$271K +$19.9K +60 +8%
CPCM
920
Cardinal Point Capital Management
Ontario, Canada
$270K +$278K +836 New
TWM
921
TRB Wealth Management
Texas
$266K +$274K +824 New
EP
922
Ehrenkranz Partners
New York
$265K -$19.9K -60 -7%
HWA
923
Heritage Wealth Advisors
Virginia
$263K +$4.32K +13 +2%
FSAG
924
Financial Solutions Advisory Group
Illinois
$262K +$270K +812 New
CPA
925
Capital Performance Advisors
California
$262K +$270K +811 New