We are live on ! Find out more

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
SSG
1151
Summit Securities Group
New York
$11.3K -$121K -363 -91%
PB
1152
Prosperity Bancshares
Texas
$11.3K +$4.32K +13 +59%
OAJ
1153
Ogorek Anthony Joseph
New York
$11K -$332 -1 -3%
AW
1154
Avion Wealth
Texas
$11K +$3.66K +11 +46%
CTWM
1155
Cherry Tree Wealth Management
Minnesota
$10.7K
NWS
1156
Nvest Wealth Strategies
Ohio
$10.3K
CA
1157
CoreCap Advisors
Michigan
$10.3K +$3.66K +11 +52%
KG
1158
Kilter Group
New York
$9.68K -$1.33K -4 -12%
AFG
1159
Albion Financial Group
Utah
$9.68K
CT
1160
Coastline Trust
Rhode Island
$9.68K
HWP
1161
Highline Wealth Partners
California
$9.68K +$7.98K +24 +400%
EFMH
1162
E Fund Management (HK)
Hong Kong
$9.36K +$8.97K +27 +1,350%
WA
1163
Whipplewood Advisors
Colorado
$9.36K +$9.64K +29 New
PGAM
1164
Princeton Global Asset Management
New Jersey
$9.04K -$2.66K -8 -22%
B
1165
Bayban
Minnesota
$9.04K
S
1166
Sachetta
Massachusetts
$8.72K +$1.99K +6 +29%
BAM
1167
Byrne Asset Management
New Jersey
$8.07K
AWM
1168
Abound Wealth Management
Tennessee
$7.75K
GEA
1169
Glen Eagle Advisors
New Jersey
$7.42K
BHWM
1170
Bay Harbor Wealth Management
Maryland
$7.42K +$1.33K +4 +21%
FMP
1171
Financial Management Professionals
Texas
$7.1K -$3.99K -12 -35%
PJC
1172
Phillip James Consulting
Minnesota
$7K +$7.31K +22 New
DIP
1173
DT Investment Partners
Pennsylvania
$6.46K -$12.6K -38 -66%
SS
1174
SBI Securities
Japan
$6.46K -$3.99K -12 -38%
SFG
1175
Strive Financial Group
Indiana
$6K +$6.31K +19 New