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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
RWA
976
River Wealth Advisors
Pennsylvania
$226K +$997 +3 +0.4%
TCOO
977
Trust Company of Oklahoma
Oklahoma
$223K -$19.9K -60 -8%
AFT
978
Alpha Family Trust
California
$223K
DE
979
Defiance ETFs
New York
$223K +$229K +690 New
AT
980
Adelphi Trust
Florida
$221K +$227K +684 New
Simplex Trading
981
Simplex Trading
Illinois
$221K +$227K +684 New
OL
982
Optas LLC
Texas
$220K +$18.3K +55 +9%
GGA
983
Granite Group Advisors
Connecticut
$220K
FFA
984
Fragasso Financial Advisors
Pennsylvania
$218K -$7.98K -24 -3%
JGC
985
J. Goldman & Co
New York
$218K +$224K +675 New
NI
986
Natural Investments
California
$216K +$14K +42 +7%
UPS
987
UHLMANN PRICE SECURITIES
Illinois
$214K +$4.32K +13 +2%
RFG
988
REAP Financial Group
Texas
$213K +$332 +1 +0.2%
HFS
989
Hopwood Financial Services
Virginia
$213K
CSPIA
990
Cary Street Partners Investment Advisory
Virginia
$213K +$117K +352 +114%
CFFP
991
Center for Financial Planning
Michigan
$211K
KIA
992
KCM Investment Advisors
California
$210K +$12.6K +38 +6%
MAA
993
Matrix Asset Advisors
New York
$209K
SP
994
SmartHarvest Portfolios
Washington
$209K -$55.5K -167 -21%
AIP
995
ARS Investment Partners
New York
$208K
AP
996
Appleton Partners
Massachusetts
$208K
PUI
997
Purpose Unlimited Inc
$207K
CFGW
998
Chancellor Financial Group WB
Pennsylvania
$207K
DA
999
Dover Advisors
Virginia
$207K -$665 -2 -0.3%
MAM
1000
McLean Asset Management
Virginia
$206K -$23.9K -72 -10%