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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

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:

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2781,250 (-28)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$5.99B)

Holders
1,250
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
CW
1001
CrossGen Wealth
North Carolina
$205K
HCM
1002
Howard Capital Management
Georgia
$205K
AFGAS
1003
Allegiance Financial Group Advisory Services
Virginia
$204K
NFG
1004
Nations Financial Group
Iowa
$204K
CA
1005
Cornerstone Advisory
Maryland
$204K
JC
1006
JM2 Capital
Oklahoma
$202K
SEIA
1007
Signature Estate & Investment Advisors
California
$201K
TPI
1008
Trust Point Inc
Wisconsin
$201K
MSR
1009
Main Street Research
Connecticut
$201K
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$199K
VNT
1011
Vanguard National Trust
Pennsylvania
$196K
AIM
1012
Axiom Investment Management
New York
$195K
HNB
1013
Hilltop National Bank
Wyoming
$191K
CH
1014
Cromwell Holdings
Wyoming
$190K
CTA
1015
Colonial Trust Advisors
South Carolina
$189K
OL
1016
OneFund LLC
Florida
$189K
IA
1017
IFP Advisors
Florida
$181K
OC
1018
Oakworth Capital
Alabama
$180K
HNW
1019
High Note Wealth
Minnesota
$180K
CWA
1020
Carolina Wealth Advisors
South Carolina
$180K
DWA
1021
Dougherty Wealth Advisers
Minnesota
$171K
Federated Hermes
1022
Federated Hermes
Pennsylvania
$169K
CFO
1023
CVA Family Office
Colorado
$168K
FGAM
1024
Financial Gravity Asset Management
Texas
$162K
AA
1025
Addison Advisors
Vermont
$161K