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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
MFP
1176
Meramec Financial Planners
Missouri
$5.64K -$997 -3 -15%
BCWM
1177
Bartlett & Co Wealth Management
Ohio
$5.37K +$5.65K +17 New
TCM
1178
TD Capital Management
Tennessee
$5.19K +$3.32K +10 +167%
DPW
1179
DiNuzzo Private Wealth
Pennsylvania
$5.17K -$665 -2 -11%
VWA
1180
Valued Wealth Advisors
Utah
$5.17K
CTB
1181
Country Trust Bank
Illinois
$5.16K
SA
1182
SRH Advisors
Kansas
$5.16K
SIS
1183
Sound Income Strategies
Florida
$5.14K -$3.99K -12 -43%
BGA
1184
Battery Global Advisors
Massachusetts
$4.91K
CFD
1185
Creative Financial Designs
Indiana
$4.84K
PP
1186
PFS Partners
New Jersey
$4.84K
DWM
1187
Dogwood Wealth Management
Kansas
$4.52K +$2.66K +8 +133%
RCM
1188
Richardson Capital Management
Wisconsin
$4.52K +$4.65K +14 New
AEPWM
1189
Atlantic Edge Private Wealth Management
Florida
$4.2K -$38.2K -115 -90%
1CP
1190
1015 Capital Partners
Pennsylvania
$4.2K -$332 -1 -7%
CBT
1191
Crews Bank & Trust
Florida
$4.2K
RWM
1192
Rialto Wealth Management
New York
$3.87K +$997 +3 +33%
CHC
1193
City Holding Co
West Virginia
$3.87K
PSB
1194
Piscataqua Savings Bank
New Hampshire
$3.87K
WB
1195
Webster Bank
Connecticut
$3.87K
VWM
1196
Vermillion Wealth Management
Minnesota
$3.87K +$3.99K +12 New
DF
1197
Dunhill Financial
United Kingdom
$3.63K -$2.33K -7 -39%
BHWM
1198
Beaird Harris Wealth Management
Texas
$3.62K
WA
1199
WPG Advisers
Maryland
$3.55K -$1.33K -4 -27%
EPAM
1200
Evelyn Partners Asset Management
$3.55K