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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
GPW
926
Genesis Private Wealth
Virginia
$261K +$54.8K +165 +26%
AA
927
Auxano Advisors
Washington
$261K +$269K +808 New
IA
928
Inspire Advisors
Idaho
$260K +$5.65K +17 +2%
DAS
929
Diversify Advisory Services
Utah
$260K -$529K -1,592 -66%
CIS
930
Connors Investor Services
Pennsylvania
$258K
TCWA
931
Turtle Creek Wealth Advisors
Texas
$258K -$244K -735 -48%
FMLI
932
Fukoku Mutual Life Insurance
Japan
$257K
EFM
933
E Fund Management
China
$257K +$264K +795 New
OWA
934
One Wealth Advisors
California
$256K +$11K +33 +4%
CWS
935
Cypress Wealth Services
California
$256K +$72.4K +218 +38%
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$255K +$2.33K +7 +0.9%
FFA
937
Fi3 Financial Advisors
Indiana
$253K +$261K +784 New
RWP
938
RWA Wealth Partners
Massachusetts
$252K -$244K -733 -48%
TPWA
939
TRUE Private Wealth Advisors
Oregon
$251K +$10.3K +31 +4%
FWA
940
FSM Wealth Advisors
Ohio
$249K -$15.6K -47 -6%
EP
941
Essential Partners
California
$249K +$180K +541 +235%
HFS
942
Horizon Financial Services
North Carolina
$249K
WA
943
Wealth Alliance
New York
$249K +$8.64K +26 +3%
AA
944
Armis Advisers
Georgia
$248K +$265K +798 New
FAM
945
Flaharty Asset Management
Florida
$248K
VAG
946
VisionPoint Advisory Group
Texas
$247K +$25.6K +77 +11%
BWA
947
BlueSky Wealth Advisors
North Carolina
$247K +$254K +765 New
SIC
948
Salem Investment Counselors
North Carolina
$247K
DFG
949
Dynamic Financial Group
Iowa
$246K
GWMIA
950
Global Wealth Management Investment Advisory
Florida
$245K +$997 +3 +0.4%