1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
426
Mission Wealth Management
California
$1.82M +$633K +2,008 +53%
SGI
427
Summit Global Investments
Utah
$1.79M +$1.79M +5,681 New
Voloridge Investment Management
428
Voloridge Investment Management
Florida
$1.79M -$7.04M -22,320 -80%
PAG
429
Private Advisor Group
New Jersey
$1.74M +$3.15K +10 +0.2%
HFG
430
Heron Financial Group
New York
$1.73M -$58.3K -185 -3%
LNC
431
Lincoln National Corp
Pennsylvania
$1.72M +$31.2K +99 +2%
SIA
432
Schechter Investment Advisors
Michigan
$1.72M +$258K +819 +18%
GF
433
Gabelli Funds
New York
$1.72M +$1.27M +4,020 +281%
WG
434
Welch Group
Alabama
$1.72M -$76.9K -244 -4%
RBC
435
Romano Brothers & Co
Illinois
$1.67M +$118K +375 +8%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$1.66M -$29.6K -94 -2%
LFG
437
Larson Financial Group
Missouri
$1.65M +$23.6K +75 +1%
FHB
438
First Hawaiian Bank
Hawaii
$1.63M +$384K +1,219 +31%
AM
439
AGF Management
Ontario, Canada
$1.63M +$402K +1,276 +33%
MMA
440
Miracle Mile Advisors
California
$1.63M -$519K -1,646 -24%
WF
441
WoodTrust Financial
Wisconsin
$1.62M
Impax Asset Management Group
442
Impax Asset Management Group
United Kingdom
$1.59M -$108K -341 -6%
CNBT
443
Canandaigua National Bank & Trust
New York
$1.59M +$1.59M +5,029 New
CK
444
Cohen Klingenstein
New York
$1.58M
LCM
445
Logan Capital Management
Pennsylvania
$1.56M
CSS
446
Cubist Systematic Strategies
Connecticut
$1.54M -$6.86M -21,762 -82%
OFG
447
Oxford Financial Group
Indiana
$1.54M -$2.21K -7 -0.1%
NB
448
Nicolet Bankshares
Wisconsin
$1.53M
Cambridge Investment Research Advisors
449
Cambridge Investment Research Advisors
Iowa
$1.53M -$251K -795 -14%
IAIM
450
Industrial Alliance Investment Management
Quebec, Canada
$1.52M +$659K +2,089 +76%