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
TCWA
926
Turtle Creek Wealth Advisors
Texas
$258K
FMLI
927
Fukoku Mutual Life Insurance
Japan
$257K
EFM
928
E Fund Management
China
$257K
OWA
929
One Wealth Advisors
California
$256K
CWS
930
Cypress Wealth Services
California
$256K
PWMAG
931
Pinnacle Wealth Management Advisory Group
New Jersey
$255K
FFA
932
Fi3 Financial Advisors
Indiana
$253K
RWP
933
RWA Wealth Partners
Massachusetts
$252K
TPWA
934
TRUE Private Wealth Advisors
Oregon
$251K
FWA
935
FSM Wealth Advisors
Ohio
$249K
EPL
936
Essential Partners LLC
California
$249K
HFS
937
Horizon Financial Services
North Carolina
$249K
WA
938
Wealth Alliance
New York
$249K
AA
939
Armis Advisers
Georgia
$248K
FAM
940
Flaharty Asset Management
Florida
$248K
VAG
941
VisionPoint Advisory Group
Texas
$247K
BWA
942
BlueSky Wealth Advisors
North Carolina
$247K
SIC
943
Salem Investment Counselors
North Carolina
$247K
DFG
944
Dynamic Financial Group
Iowa
$246K
GWMIA
945
Global Wealth Management Investment Advisory
Florida
$245K
WPA
946
West Paces Advisors
Georgia
$245K
JTWM
947
Jackson Thornton Wealth Management
Alabama
$244K
GPA
948
Garrison Point Advisors
California
$243K
CP
949
Castleview Partners
Texas
$242K
TPA
950
Trivium Point Advisory
Connecticut
$241K