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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
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
GWP
905
Gateway Wealth Partners
Wisconsin
$291K
BIM
906
Baldwin Investment Management
Pennsylvania
$291K
WIA
907
Westbourne Investment Advisors
Maryland
$291K
QFW
908
QTR Family Wealth
Florida
$289K
RPGK
909
Retirement Planning Group (Kansas)
Kansas
$289K
CIA
910
Caerus Investment Advisors
Texas
$286K
NP
911
Nilsine Partners
Colorado
$281K
SC
912
Sapient Capital
Indiana
$279K
GWMR
913
GC Wealth Management RIA
Massachusetts
$279K
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$279K
KBFS
915
Kohmann Bosshard Financial Services
Ohio
$277K
RFW
916
Redwood Family Wealth
Texas
$274K
AA
917
Alta Advisers
United Kingdom
$274K
APG
918
Abacus Planning Group
South Carolina
$273K
CBTWT
919
Community Bank & Trust (Waco, Texas)
Texas
$271K
CPCM
920
Cardinal Point Capital Management
Ontario, Canada
$270K
TWM
921
TRB Wealth Management
Texas
$266K
EP
922
Ehrenkranz Partners
New York
$265K
HWA
923
Heritage Wealth Advisors
Virginia
$263K
FSAG
924
Financial Solutions Advisory Group
Illinois
$262K
CPA
925
Capital Performance Advisors
California
$262K