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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
WPA
951
West Paces Advisors
Georgia
$245K
JTWM
952
Jackson Thornton Wealth Management
Alabama
$244K
GPA
953
Garrison Point Advisors
California
$243K
CP
954
Castleview Partners
Texas
$242K
TPA
955
Trivium Point Advisory
Connecticut
$241K
RFP
956
Root Financial Partners
California
$241K
IAN
957
Integrated Advisors Network
Texas
$241K
PPWP
958
Premier Path Wealth Partners
New Jersey
$240K
HAG
959
HF Advisory Group
Maryland
$239K
KP
960
Keel Point
Alabama
$238K
LOWM
961
Laurel Oak Wealth Management
New Jersey
$238K
AGC
962
Aspen Grove Capital
Colorado
$238K
SPC
963
Spirepoint Private Client
Florida
$237K
CNB
964
Camden National Bank
Maine
$237K
AP
965
Arlington Partners
Alabama
$236K
QWM
966
Quadcap Wealth Management
Texas
$234K
ABWM
967
Alpine Bank Wealth Management
Colorado
$234K
LGW
968
Leslie Global Wealth
Illinois
$234K
PFM
969
Patton Fund Management
Texas
$232K
SWM
970
Sendero Wealth Management
Texas
$231K
SWM
971
Steinberganna Wealth Management
New York
$230K
CG
972
Clifford Group
Massachusetts
$229K
LRIA
973
Leonard Rickey Investment Advisors
Washington
$229K
NCM
974
New Capital Management
Texas
$228K
VCM
975
Versant Capital Management
Arizona
$228K