1,244 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, 478 increasing their positions, 410 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:

5% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2751,244 (-31)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6B)

Holders
1,244
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
SEIA
1001
Signature Estate & Investment Advisors
California
$201K
TPI
1002
Trust Point Inc
Wisconsin
$201K
MSR
1003
Main Street Research
Connecticut
$201K
MPWT
1004
MassMutual Private Wealth & Trust
Connecticut
$199K
VNT
1005
Vanguard National Trust
Pennsylvania
$196K
AIM
1006
Axiom Investment Management
New York
$195K
HNB
1007
Hilltop National Bank
Wyoming
$191K
CH
1008
Cromwell Holdings
Wyoming
$190K
CTA
1009
Colonial Trust Advisors
South Carolina
$189K
OL
1010
OneFund LLC
Florida
$189K
IA
1011
IFP Advisors
Florida
$181K
OC
1012
Oakworth Capital
Alabama
$180K
HNW
1013
High Note Wealth
Minnesota
$180K
CWA
1014
Carolina Wealth Advisors
South Carolina
$180K
DWA
1015
Dougherty Wealth Advisers
Minnesota
$171K
Federated Hermes
1016
Federated Hermes
Pennsylvania
$169K
CFO
1017
CVA Family Office
Colorado
$168K
FGAM
1018
Financial Gravity Asset Management
Texas
$162K
AA
1019
Addison Advisors
Vermont
$161K
GAG
1020
Goodman Advisory Group
Massachusetts
$160K
FFL
1021
Financial Freedom LLC
Ohio
$159K
HI
1022
Harbour Investments
Wisconsin
$158K
BIAS
1023
Beacon Investment Advisory Services
New Jersey
$156K
ST
1024
Smithfield Trust
Pennsylvania
$150K
AUB
1025
Atlantic Union Bankshares
Virginia
$146K