1,239 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, 476 increasing their positions, 409 reducing their positions, and 143 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:

3% less first-time investments, than exits

New positions opened: 138 | Existing positions closed: 143

3% less funds holding

Funds holding: 1,2731,239 (-34)

9% less capital invested

Capital invested by funds: $66.6B → $60.6B (-$6.01B)

Holders
1,239
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
PWA
1226
Portus Wealth Advisors
North Carolina
$646
MWC
1227
MBM Wealth Consultants
Missouri
$646
SGFG
1228
Silver Grove Financial Group
New York
$646
NF
1229
Napier Financial
Massachusetts
$646
TWM
1230
TopTier Wealth Management
Wisconsin
$646
IPS
1231
Investors Portfolio Services
Washington
$562
CFG
1232
Clayton Financial Group
Missouri
$323
HC
1233
Hara Capital
Washington
$323
ECA
1234
Elevated Capital Advisors
Utah
$323
BLC
1235
Brown, Lisle/Cummings
Rhode Island
$323
TCM
1236
Tradewinds Capital Management
Washington
$323
RJA
1237
Ross\Johnson & Associates
Minnesota
$323
LWMI
1238
Legacy Wealth Management (Idaho)
Idaho
$323
3FI
1239
3 Factor Indexing
California
$323
YDMI
1240
Y.D. More Investments
Israel
$140
MSWM
1241
Mowery & Schoenfeld Wealth Management
Illinois
$9
Berkshire Hathaway
1242
Berkshire Hathaway
Nebraska
Norges Bank
1243
Norges Bank
Norway
MCM
1244
Moore Capital Management
New York
FDP
1245
Financiere des Professionnels
Quebec, Canada
Caisse de Depot et Placement du Quebec (CDPQ)
1246
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
FAF
1247
Första AP-fonden
Sweden
Marshall Wace
1248
Marshall Wace
United Kingdom
Hudson Bay Capital Management
1249
Hudson Bay Capital Management
Connecticut
CM
1250
Cercano Management
Washington