1,239 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, 476 increasing their positions, 409 reducing their positions, and 143 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:

3% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 143

3% less funds holding

Funds holding: 1,2731,239 (-34)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6.01B)

Holders
1,239
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
PPWP
951
Premier Path Wealth Partners
New Jersey
$240K
HAG
952
HF Advisory Group
Maryland
$239K
LOWM
953
Laurel Oak Wealth Management
New Jersey
$238K
AGC
954
Aspen Grove Capital
Colorado
$238K
SPC
955
Spirepoint Private Client
Florida
$237K
CNB
956
Camden National Bank
Maine
$237K
AP
957
Arlington Partners
Alabama
$236K
QWM
958
Quadcap Wealth Management
Texas
$234K
ABWM
959
Alpine Bank Wealth Management
Colorado
$234K
LGW
960
Leslie Global Wealth
Illinois
$234K
PFM
961
Patton Fund Management
Texas
$232K
SWM
962
Sendero Wealth Management
Texas
$231K
SWM
963
Steinberganna Wealth Management
New York
$230K
CG
964
Clifford Group
Massachusetts
$229K
LRIA
965
Leonard Rickey Investment Advisors
Washington
$229K
NCM
966
New Capital Management
Texas
$228K
VCM
967
Versant Capital Management
Arizona
$228K
RWA
968
River Wealth Advisors
Pennsylvania
$226K
TCOO
969
Trust Company of Oklahoma
Oklahoma
$223K
AFT
970
Alpha Family Trust
California
$223K
DE
971
Defiance ETFs
New York
$223K
AT
972
Adelphi Trust
Florida
$221K
Simplex Trading
973
Simplex Trading
Illinois
$221K
OL
974
Optas LLC
Texas
$220K
GGA
975
Granite Group Advisors
Connecticut
$220K