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
IWA
901
Icon Wealth Advisors
Texas
$292K
GWP
902
Gateway Wealth Partners
Wisconsin
$291K
BIM
903
Baldwin Investment Management
Pennsylvania
$291K
WIA
904
Westbourne Investment Advisors
Maryland
$291K
QFW
905
QTR Family Wealth
Florida
$289K
RPGK
906
Retirement Planning Group (Kansas)
Kansas
$289K
NP
907
Nilsine Partners
Colorado
$281K
SC
908
Sapient Capital
Indiana
$279K
GWMR
909
GC Wealth Management RIA
Massachusetts
$279K
PWPS
910
Pinnacle Wealth Planning Services
Ohio
$279K
KBFS
911
Kohmann Bosshard Financial Services
Ohio
$277K
RFW
912
Redwood Family Wealth
Texas
$274K
AA
913
Alta Advisers
United Kingdom
$274K
APG
914
Abacus Planning Group
South Carolina
$273K
CBTWT
915
Community Bank & Trust (Waco, Texas)
Texas
$271K
CPCM
916
Cardinal Point Capital Management
Ontario, Canada
$270K
TWM
917
TRB Wealth Management
Texas
$266K
EP
918
Ehrenkranz Partners
New York
$265K
HWA
919
Heritage Wealth Advisors
Virginia
$263K
CPA
920
Capital Performance Advisors
California
$262K
GPW
921
Genesis Private Wealth
Virginia
$261K
AA
922
Auxano Advisors
Washington
$261K
IA
923
Inspire Advisors
Idaho
$260K
DAS
924
Diversify Advisory Services
Utah
$260K
CIS
925
Connors Investor Services
Pennsylvania
$258K