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
FFA
976
Fragasso Financial Advisors
Pennsylvania
$218K
JGC
977
J. Goldman & Co
New York
$218K
NI
978
Natural Investments
California
$216K
UPS
979
UHLMANN PRICE SECURITIES
Illinois
$214K
RFG
980
REAP Financial Group
Texas
$213K
HFS
981
Hopwood Financial Services
Virginia
$213K
CSPIA
982
Cary Street Partners Investment Advisory
Virginia
$213K
CFFP
983
Center for Financial Planning
Michigan
$211K
KIA
984
KCM Investment Advisors
California
$210K
MAA
985
Matrix Asset Advisors
New York
$209K
SP
986
SmartHarvest Portfolios
Washington
$209K
AIP
987
ARS Investment Partners
New York
$208K
AP
988
Appleton Partners
Massachusetts
$208K
PUI
989
Purpose Unlimited Inc
$207K
CFGW
990
Chancellor Financial Group WB
Pennsylvania
$207K
DA
991
Dover Advisors
Virginia
$207K
MAM
992
McLean Asset Management
Virginia
$206K
CW
993
CrossGen Wealth
North Carolina
$205K
HCM
994
Howard Capital Management
Georgia
$205K
AFGAS
995
Allegiance Financial Group Advisory Services
Virginia
$204K
NFG
996
Nations Financial Group
Iowa
$204K
CA
997
Cornerstone Advisory
Maryland
$204K
JC
998
JM2 Capital
Oklahoma
$202K
SEIA
999
Signature Estate & Investment Advisors
California
$201K
TPI
1000
Trust Point Inc
Wisconsin
$201K