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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

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:

4% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2781,250 (-28)

9% less capital invested

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

Holders
1,250
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
SIM
1201
Synergy Investment Management
Florida
$3.55K
NFSG
1202
Newbridge Financial Services Group
Florida
$3.27K
BH
1203
Burk Holdings
Oklahoma
$3.23K
FCAS
1204
First Command Advisory Services
Texas
$3.23K
CC
1205
Corsicana & Co
Texas
$3.19K
DF
1206
DecisionPoint Financial
Arizona
$2.91K
ACA
1207
American Capital Advisory
Idaho
$2.91K
BWL
1208
Bogart Wealth LLC
Virginia
$2.9K
TFM
1209
TFC Financial Management
Massachusetts
$2.59K
FG
1210
Fairman Group
Pennsylvania
$2.58K
PS
1211
PayPay Securities
Japan
$2.35K
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
PPC
1217
Park Place Capital
Alabama
$2.26K
CT
1218
Colonial Trust
South Carolina
$2.02K
QWM
1219
Quaker Wealth Management
New Jersey
$1.94K
RCM
1220
Raleigh Capital Management
North Carolina
$1.94K
SEP
1221
Signature Equity Partners
Ohio
$1.62K
BFS
1222
Bare Financial Services
Pennsylvania
$1.61K
PP
1223
Pacifica Partners
Canada
$1.61K
T
1224
Tidemark
California
$1.61K
RWM
1225
RMG Wealth Management
Wisconsin
$1.56K