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
RFP
951
Root Financial Partners
California
$241K
IAN
952
Integrated Advisors Network
Texas
$241K
PPWP
953
Premier Path Wealth Partners
New Jersey
$240K
HAG
954
HF Advisory Group
Maryland
$239K
LOWM
955
Laurel Oak Wealth Management
New Jersey
$238K
AGC
956
Aspen Grove Capital
Colorado
$238K
SPC
957
Spirepoint Private Client
Florida
$237K
CNB
958
Camden National Bank
Maine
$237K
AP
959
Arlington Partners
Alabama
$236K
QWM
960
Quadcap Wealth Management
Texas
$234K
ABWM
961
Alpine Bank Wealth Management
Colorado
$234K
LGW
962
Leslie Global Wealth
Illinois
$234K
PFM
963
Patton Fund Management
Texas
$232K
SWM
964
Sendero Wealth Management
Texas
$231K
SWM
965
Steinberganna Wealth Management
New York
$230K
CG
966
Clifford Group
Massachusetts
$229K
LRIA
967
Leonard Rickey Investment Advisors
Washington
$229K
NCM
968
New Capital Management
Texas
$228K
VCM
969
Versant Capital Management
Arizona
$228K
RWA
970
River Wealth Advisors
Pennsylvania
$226K
TCOO
971
Trust Company of Oklahoma
Oklahoma
$223K
AFT
972
Alpha Family Trust
California
$223K
DE
973
Defiance ETFs
New York
$223K
AT
974
Adelphi Trust
Florida
$221K
Simplex Trading
975
Simplex Trading
Illinois
$221K