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
MSR
1001
Main Street Research
Connecticut
$201K
MPWT
1002
MassMutual Private Wealth & Trust
Connecticut
$199K
VNT
1003
Vanguard National Trust
Pennsylvania
$196K
HNB
1004
Hilltop National Bank
Wyoming
$191K
CH
1005
Cromwell Holdings
Wyoming
$190K
CTA
1006
Colonial Trust Advisors
South Carolina
$189K
OL
1007
OneFund LLC
Florida
$189K
IA
1008
IFP Advisors
Florida
$181K
OC
1009
Oakworth Capital
Alabama
$180K
HNW
1010
High Note Wealth
Minnesota
$180K
CWA
1011
Carolina Wealth Advisors
South Carolina
$180K
DWA
1012
Dougherty Wealth Advisers
Minnesota
$171K
Federated Hermes
1013
Federated Hermes
Pennsylvania
$169K
CFO
1014
CVA Family Office
Colorado
$168K
FGAM
1015
Financial Gravity Asset Management
Texas
$162K
AA
1016
Addison Advisors
Vermont
$161K
GAG
1017
Goodman Advisory Group
Massachusetts
$160K
FFL
1018
Financial Freedom LLC
Ohio
$159K
HI
1019
Harbour Investments
Wisconsin
$158K
BIAS
1020
Beacon Investment Advisory Services
New Jersey
$156K
ST
1021
Smithfield Trust
Pennsylvania
$150K
AUB
1022
Atlantic Union Bankshares
Virginia
$146K
MCM
1023
Manchester Capital Management
Vermont
$142K
BTD
1024
BankPlus Trust Department
Mississippi
$139K
BC
1025
Bayforest Capital
United Kingdom
$137K