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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
SIM
1201
Synergy Investment Management
Florida
$3.55K +$3.66K +11 New
NFSG
1202
Newbridge Financial Services Group
Florida
$3.27K
BH
1203
Burk Holdings
Oklahoma
$3.23K +$3.32K +10 New
FCAS
1204
First Command Advisory Services
Texas
$3.23K +$997 +3 +43%
CC
1205
Corsicana & Co
Texas
$3.19K
DF
1206
DecisionPoint Financial
Arizona
$2.91K
ACA
1207
American Capital Advisory
Idaho
$2.91K +$1.99K +6 +200%
BWL
1208
Bogart Wealth LLC
Virginia
$2.9K +$1.33K +4 +80%
TFM
1209
TFC Financial Management
Massachusetts
$2.59K
FG
1210
Fairman Group
Pennsylvania
$2.58K
PS
1211
PayPay Securities
Japan
$2.35K -$997 -3 -30%
HWM
1212
HighMark Wealth Management
Minnesota
$2.3K
MAS
1213
MPWM Advisory Solutions
Georgia
$2.26K
PWM
1214
Proathlete Wealth Management
Florida
$2.26K
WA
1215
WestEnd Advisors
North Carolina
$2.26K
HIA
1216
HFM Investment Advisors
New Jersey
$2.26K +$665 +2 +40%
PPC
1217
Park Place Capital
Alabama
$2.26K +$2.33K +7 New
CT
1218
Colonial Trust
South Carolina
$2.02K -$8.31K -25 -81%
QWM
1219
Quaker Wealth Management
New Jersey
$1.94K +$997 +3 +100%
RCM
1220
Raleigh Capital Management
North Carolina
$1.94K +$1.99K +6 New
SEP
1221
Signature Equity Partners
Ohio
$1.62K -$1.99K -6 -55%
BFS
1222
Bare Financial Services
Pennsylvania
$1.61K -$5.32K -16 -76%
PP
1223
Pacifica Partners
Canada
$1.61K
T
1224
Tidemark
California
$1.61K
RWM
1225
RMG Wealth Management
Wisconsin
$1.56K