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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

41% more call options, than puts

Call options by funds: $97.2M | Put options by funds: $68.9M

16% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 414

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

0.31% less ownership

Funds ownership: 87.87%87.56% (-0.31%)

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2791,250 (-29)

9% less capital invested

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

Holders
1,250
Holders Change
-29
Holders Change %
-2.27%
% of All Funds
15.4%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.36%
New
139
Increased
479
Reduced
414
Closed
145
Calls
$97.2M
Puts
$68.9M
Net Calls
+$28.3M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Mascoma Wealth Management
New Hampshire
$30.3K -$332 -1 -1%
PB
1102
Pinnacle Bancorp
Nebraska
$30.3K +$1.66K +5 +6%
WTA
1103
Washington Trust Advisors
Massachusetts
$30K +$1.66K +5 +6%
WPA
1104
Wealth Preservation Advisors
Tennessee
$30K +$27.6K +83 +830%
TFGT
1105
TS Financial Group (TSFG)
Illinois
$30K
MEG
1106
Millstone Evans Group
Colorado
$29.1K
KAS
1107
Kemnay Advisory Services
New York
$27.1K +$332 +1 +1%
NAAA
1108
New Age Alpha Advisors
New York
$26.8K +$8.97K +27 +48%
AIM
1109
Anchor Investment Management
South Carolina
$25.8K
BIA
1110
Bell Investment Advisors
California
$25.5K -$2.99K -9 -10%
CPG
1111
Cornerstone Planning Group
New Jersey
$24.5K +$5.98K +18 +30%
UOTTAIMCU
1112
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.5K
CAL
1113
Capital Advisors Ltd
Ohio
$24K +$332 +1 +1%
HWA
1114
HHM Wealth Advisors
Tennessee
$23.9K
FFO
1115
Fortitude Family Office
Arizona
$23.9K +$8.64K +26 +54%
WIM
1116
Westside Investment Management
California
$23.3K
RA
1117
Rational Advisors
New York
$23.2K
GCM
1118
Gunpowder Capital Management
Maryland
$21.9K
KFI
1119
Key Financial Inc
Pennsylvania
$20.7K
CFSG
1120
Community Financial Services Group
Vermont
$20.2K +$20.9K +63 New
AIM
1121
Access Investment Management
Georgia
$20K
JGCM
1122
Joseph Group Capital Management
Ohio
$19.7K +$15K +45 +281%
AFC
1123
Ares Financial Consulting
California
$19.6K +$9.64K +29 +91%
HFS
1124
Hughes Financial Services
Virginia
$19K -$997 -3 -5%
SWA
1125
SOA Wealth Advisors
New York
$17.4K -$997 -3 -5%