1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
276
Carderock Capital Management
Maryland
$8.2M +$48.3K +149 +0.6%
X
277
Xponance
Pennsylvania
$8.11M +$217K +669 +3%
CWM
278
Circle Wealth Management
New Jersey
$7.94M -$4.37M -13,485 -36%
SOADOR
279
State of Alaska Department of Revenue
Alaska
$7.82M -$392K -1,210 -5%
GIA
280
GHP Investment Advisors
Colorado
$7.8M +$52.2K +160 +0.7%
NAM
281
Nissay Asset Management
Japan
$7.79M +$229K +706 +3%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$7.41M -$648 -2 -0%
SAM
283
Strategy Asset Managers
California
$7.35M -$555K -1,713 -7%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$7.27M +$991K +3,056 +16%
AIM
285
Achmea Investment Management
Netherlands
$7.24M +$756K +2,331 +12%
LOPW
286
Live Oak Private Wealth
North Carolina
$7.06M +$6.81K +21 +0.1%
CIM
287
Contravisory Investment Management
Massachusetts
$7.04M -$241K -742 -3%
VCM
288
Violich Capital Management
California
$7M -$200K -617 -3%
EI
289
Ethic Inc
New York
$6.96M +$764K +2,357 +12%
CB
290
Commerce Bank
Missouri
$6.95M -$7.46K -23 -0.1%
HFS
291
Haverford Financial Services
Pennsylvania
$6.93M -$17.2K -53 -0.2%
BFIM
292
Beese Fulmer Investment Management
Ohio
$6.82M +$183K +564 +3%
MGWM
293
Marks Group Wealth Management
Minnesota
$6.78M -$49.9K -154 -0.7%
UC
294
Unio Capital
New Jersey
$6.69M -$58.4K -180 -0.9%
AI
295
Aperture Investors
New York
$6.47M +$26.6K +82 +0.4%
Vontobel Holding
296
Vontobel Holding
Switzerland
$6.4M -$55.4K -171 -0.9%
DT
297
Diversified Trust
Tennessee
$6.34M -$1.21M -3,717 -16%
CQS
298
Credential Qtrade Securities
$6.29M -$400K -1,233 -6%
GIBU
299
Gulf International Bank (UK)
United Kingdom
$6.08M -$632K -1,948 -9%
RFC
300
Regions Financial Corp
Alabama
$6.05M -$5.84K -18 -0.1%