1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
401
Lafayette Investments
Maryland
$2.21M -$3.11K -9 -0.1%
HNB
402
Huntington National Bank
Ohio
$2.17M -$78K -226 -3%
AA
403
Aire Advisors
California
$2.17M +$4.14K +12 +0.2%
MGP
404
Metis Global Partners
California
$2.12M -$329K -952 -13%
AA
405
Ancora Advisors
Ohio
$2.12M -$134K -389 -6%
Brown Advisory
406
Brown Advisory
Maryland
$2.1M +$64.6K +187 +3%
GS
407
GTS Securities
New York
$2.1M +$2.1M +6,087 New
PVI
408
Pine Valley Investments
New Jersey
$2.08M +$926K +2,683 +80%
SWM
409
Salvus Wealth Management
New Jersey
$2.06M +$41.8K +121 +2%
VIM
410
Vinva Investment Management
Australia
$2.03M -$372K -1,086 -15%
MWM
411
Mission Wealth Management
California
$1.99M +$1.38K +4 +0.1%
TRCT
412
Tower Research Capital (TRC)
New York
$1.98M +$752K +2,179 +61%
FHB
413
First Hawaiian Bank
Hawaii
$1.94M +$151K +437 +8%
PHS
414
Pekin Hardy Strauss
Illinois
$1.93M -$165K -479 -8%
HFG
415
Heron Financial Group
New York
$1.93M +$31.1K +90 +2%
LNC
416
Lincoln National Corp
Pennsylvania
$1.87M -$17.3K -50 -0.9%
NA
417
NewEdge Advisors
Louisiana
$1.86M +$238K +688 +15%
GIM
418
Goelzer Investment Management
Indiana
$1.85M -$1.86M -5,375 -50%
AG
419
Ascent Group
Virginia
$1.85M -$758K -2,413 -29%
SIA
420
Schechter Investment Advisors
Michigan
$1.84M -$36.6K -106 -2%
PAG
421
Private Advisor Group
New Jersey
$1.84M -$3.01K -9 -0.2%
IWC
422
Integrated Wealth Concepts
Massachusetts
$1.83M +$347K +1,005 +23%
LFG
423
Larson Financial Group
Missouri
$1.83M +$22.8K +66 +1%
RBC
424
Romano Brothers & Co
Illinois
$1.82M
WG
425
Welch Group
Alabama
$1.82M -$60.1K -174 -3%