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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

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: 1,2791,250 (-29)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$5.99B)

Holders
1,250
Holders Change
-29
Holders Change %
-2.27%
% of All Funds
15.4%
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
WPA
951
West Paces Advisors
Georgia
$245K -$33.2K -100 -12%
JTWM
952
Jackson Thornton Wealth Management
Alabama
$244K +$259K +780 New
GPA
953
Garrison Point Advisors
California
$243K
CP
954
Castleview Partners
Texas
$242K -$52.8K -159 -17%
TPA
955
Trivium Point Advisory
Connecticut
$241K -$50.5K -152 -17%
RFP
956
Root Financial Partners
California
$241K +$144K +434 +139%
IAN
957
Integrated Advisors Network
Texas
$241K -$20.6K -62 -8%
PPWP
958
Premier Path Wealth Partners
New Jersey
$240K +$248K +745 New
HAG
959
HF Advisory Group
Maryland
$239K +$246K +739 New
KP
960
Keel Point
Alabama
$238K -$63.8K -192 -21%
LOWM
961
Laurel Oak Wealth Management
New Jersey
$238K
AGC
962
Aspen Grove Capital
Colorado
$238K +$11.3K +34 +5%
SPC
963
Spirepoint Private Client
Florida
$237K
CNB
964
Camden National Bank
Maine
$237K
AP
965
Arlington Partners
Alabama
$236K +$243K +730 New
QWM
966
Quadcap Wealth Management
Texas
$234K +$22.6K +68 +10%
ABWM
967
Alpine Bank Wealth Management
Colorado
$234K
LGW
968
Leslie Global Wealth
Illinois
$234K +$332 +1 +0.1%
PFM
969
Patton Fund Management
Texas
$232K +$21.3K +64 +10%
SWM
970
Sendero Wealth Management
Texas
$231K -$562K -1,690 -70%
SWM
971
Steinberganna Wealth Management
New York
$230K
CG
972
Clifford Group
Massachusetts
$229K
LRIA
973
Leonard Rickey Investment Advisors
Washington
$229K +$236K +709 New
NCM
974
New Capital Management
Texas
$228K
VCM
975
Versant Capital Management
Arizona
$228K +$68.1K +205 +41%