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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
SC
1376
Solstein Capital
California
-$12K -34 Closed
NIG
1377
NFJ Investment Group
Texas
-$10.6K -30 Closed
UFPG
1378
United Financial Planning Group
New York
-$7.06K -20 Closed
BW
1379
Bravera Wealth
North Dakota
-$6.35K -18 Closed
IWM
1380
IMG Wealth Management
Florida
-$5.65K -16 Closed
PP
1381
Paladin Partners
Wisconsin
-$4.59K -13 Closed
TF
1382
Tompkins Financial
New York
-$4.59K -13 Closed
GWM
1383
Greenline Wealth Management
Florida
-$4.24K -12 Closed
CA
1384
Crewe Advisors
Utah
-$3.88K -11 Closed
MW
1385
Merited Wealth
Florida
-$3.88K -11 Closed
NWM
1386
Nova Wealth Management
Florida
-$2.82K -8 Closed
VWM
1387
Valley Wealth Managers
New Jersey
-$2.47K -7 Closed
CIAS
1388
CBIZ Investment Advisory Services
Ohio
-$1.76K -5 Closed
FC
1389
Financial Consulate
Maryland
-$1.76K -5 Closed
IBOK
1390
Independence Bank of Kentucky
Kentucky
-$1.76K -5 Closed
RFA
1391
Reyes Financial Architecture
California
-$1.76K -5 Closed
CYG
1392
Clean Yield Group
Vermont
-$1.06K -3 Closed
TBFA
1393
Three Bearings Fiduciary Advisors
New Hampshire
-$1.05K -3 Closed
CIA
1394
Cape Investment Advisory
Georgia
-$706 -2 Closed
LIA
1395
Luken Investment Analytics
Tennessee
-$353 -1 Closed
Q1WB
1396
Quest 10 Wealth Builders
Virginia
-$402 -1 Closed