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1,259 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 484 increasing their positions, 415 reducing their positions, and 144 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

17% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 415

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

0.39% less ownership

Funds ownership: 87.96%87.57% (-0.39%)

2% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 144

2% less funds holding

Funds holding: 1,2821,259 (-23)

9% less capital invested

Capital invested by funds: $66.7B → $60.6B (-$6.06B)

Holders
1,259
Holders Change
-23
Holders Change %
-1.79%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.35%
New
141
Increased
484
Reduced
415
Closed
144
Calls
$97.2M
Puts
$68.9M
Net Calls
+$28.3M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1026
Carolina Wealth Advisors
South Carolina
$180K
DWA
1027
Dougherty Wealth Advisers
Minnesota
$171K -$42.9K -129 -20%
Federated Hermes
1028
Federated Hermes
Pennsylvania
$169K -$130K -392 -43%
CFO
1029
CVA Family Office
Colorado
$168K +$32.2K +97 +23%
FGAM
1030
Financial Gravity Asset Management
Texas
$162K
AA
1031
Addison Advisors
Vermont
$161K
GAG
1032
Goodman Advisory Group
Massachusetts
$160K
FFL
1033
Financial Freedom LLC
Ohio
$159K
HI
1034
Harbour Investments
Wisconsin
$158K +$23.3K +70 +17%
BIAS
1035
Beacon Investment Advisory Services
New Jersey
$156K -$41.5K -125 -21%
ST
1036
Smithfield Trust
Pennsylvania
$150K
AUB
1037
Atlantic Union Bankshares
Virginia
$146K -$390K -1,173 -72%
MCM
1038
Manchester Capital Management
Vermont
$142K -$8.97K -27 -6%
BTD
1039
BankPlus Trust Department
Mississippi
$139K
BC
1040
Bayforest Capital
United Kingdom
$137K +$137K +413 +4,130%
ANBT
1041
American National Bank & Trust
Texas
$133K -$997 -3 -0.7%
Kayne Anderson Rudnick Investment Management
1042
Kayne Anderson Rudnick Investment Management
California
$132K -$29.2K -88 -18%
ADL
1043
Asset Dedication LLC
California
$132K -$90.1K -271 -40%
CAL
1044
Capital Analysts LLC
Pennsylvania
$130K -$10.3K -31 -7%
SWM
1045
Spire Wealth Management
Virginia
$129K +$22.9K +69 +21%
UCB
1046
United Community Bank
South Carolina
$128K +$116K +350 +729%
TSMHT
1047
Thurston Springer Miller Herd & Titak
Indiana
$126K
OWA
1048
Opal Wealth Advisors
New York
$124K +$128K +384 New
LI
1049
LRI Investments
Florida
$120K -$86.7K -261 -41%
STB
1050
S&T Bank
Pennsylvania
$110K +$1.99K +6 +2%

AON Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2026, worth a combined $60.6B — down 9.1% from $66.7B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of AON and 141 opened new positions — a net loss of 3 holders — while 415 trimmed existing stakes and 484 added.

The largest buyer was JP Morgan Chase, adding an estimated $814M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.27B sold.

  • 1,259 institutional investors held Aon (AON) as of Q1 2026, down from 1,282 in Q4 2025.
  • Funds reported $60.6B of Aon stock for Q1 2026, down 9.1% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q1 2026 and 144 closed out, a net change of -3 holders.
  • The largest Aon buyer in Q1 2026 was JP Morgan Chase, an estimated $814M added.
  • The largest Aon seller in Q1 2026 was Berkshire Hathaway, an estimated $1.27B sold.

Based on aggregated 13F filings for Q1 2026.