1,244 hedge funds and large institutions have $60.6B invested in Aon in 2026 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 478 increasing their positions, 410 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:

5% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 145

2% less funds holding

Funds holding: 1,2751,244 (-31)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6B)

Holders
1,244
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
CW
1226
Curio Wealth
Maryland
$968
IWS
1227
Intentional Wealth Strategies
Colorado
$968
RPA
1228
Redwood Park Advisors
California
$646
RFS
1229
Richardson Financial Services
Massachusetts
$646
DCM
1230
Davis Capital Management
Florida
$646
TWM
1231
TopTier Wealth Management
Wisconsin
$646
PWA
1232
Portus Wealth Advisors
North Carolina
$646
MWC
1233
MBM Wealth Consultants
Missouri
$646
NF
1234
Napier Financial
Massachusetts
$646
SGFG
1235
Silver Grove Financial Group
New York
$646
IPS
1236
Investors Portfolio Services
Washington
$562
CFG
1237
Clayton Financial Group
Missouri
$323
ECA
1238
Elevated Capital Advisors
Utah
$323
HC
1239
Hara Capital
Washington
$323
RJA
1240
Ross\Johnson & Associates
Minnesota
$323
LWMI
1241
Legacy Wealth Management (Idaho)
Idaho
$323
BLC
1242
Brown, Lisle/Cummings
Rhode Island
$323
TCM
1243
Tradewinds Capital Management
Washington
$323
3FI
1244
3 Factor Indexing
California
$323
YDMI
1245
Y.D. More Investments
Israel
$140
MSWM
1246
Mowery & Schoenfeld Wealth Management
Illinois
$9
Berkshire Hathaway
1247
Berkshire Hathaway
Nebraska
Norges Bank
1248
Norges Bank
Norway
MCM
1249
Moore Capital Management
New York
FDP
1250
Financiere des Professionnels
Quebec, Canada