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
CCWM
1051
Cassaday & Co Wealth Management
Virginia
$61.3K
AF
1052
Advisornet Financial
Minnesota
$61K
RMC
1053
Resources Management Corp
Connecticut
$61K
Walleye Capital
1054
Walleye Capital
New York
$60K
MHR
1055
Matthew Hamilton Rosenberg
$60K
HCM
1056
Hollencrest Capital Management
California
$59.7K
QC
1057
Quent Capital
New York
$57.1K
OCM
1058
Orion Capital Management
California
$56.8K
HIA
1059
Harbor Investment Advisory
Maryland
$54.5K
LWCFA
1060
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.4K
DJSG
1061
D.J. St. Germain
Massachusetts
$53.9K
EWP
1062
Elevation Wealth Partners
California
$52.6K
WFA
1063
West Financial Advisors
Iowa
$52.3K
POIA
1064
Pin Oak Investment Advisors
Texas
$52K
NRG
1065
Nemes Rush Group
Michigan
$51.3K
RF
1066
Rossby Financial
Florida
$50.8K
WSFG
1067
Wall Street Financial Group
Illinois
$49.4K
DI
1068
DAGCO Inc
Ohio
$48.4K
FUBT
1069
First United Bank & Trust
Maryland
$48.4K
HC
1070
Hurley Capital
New York
$48.4K
CMP
1071
Coston McIsaac & Partners
Maine
$45K
AAM
1072
Advisors Asset Management
Colorado
$44.9K
BWAM
1073
Boyd Watterson Asset Management
Ohio
$44.5K
P
1074
Palladiem
Pennsylvania
$43K
SIC
1075
SJS Investment Consulting
Ohio
$41.6K