1,075 hedge funds and large institutions have $57.2B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 355 increasing their positions, 413 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+21
Holders Change %
+1.99%
% of All Funds
15.58%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.41%
New
131
Increased
355
Reduced
413
Closed
95
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
426
Ascent Group
Virginia
$2.11M -$57.7K -173 -3%
RCM
427
Radnor Capital Management
Pennsylvania
$2.1M +$1.41M +4,218 +204%
CA
428
Clearstead Advisors
Ohio
$2.06M +$836K +2,898 +68%
PAG
429
Private Advisor Group
New Jersey
$2.06M -$73.1K -219 -3%
QCM
430
QRG Capital Management
Illinois
$2.04M -$414K -1,240 -17%
AA
431
Ancora Advisors
Ohio
$2.01M -$2.34K -7 -0.1%
SWM
432
Salvus Wealth Management
New Jersey
$1.97M -$13.7K -41 -0.7%
MWM
433
Mission Wealth Management
California
$1.95M -$1.67K -5 -0.1%
AI
434
Atria Investments
North Carolina
$1.95M +$254K +760 +15%
PFM
435
Premier Fund Managers
United Kingdom
$1.95M -$49.1K -147 -2%
FHB
436
First Hawaiian Bank
Hawaii
$1.94M +$57.1K +171 +3%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$1.93M -$121K -364 -6%
CCM
438
Coldstream Capital Management
Washington
$1.93M +$124K +371 +7%
Jacobs Levy Equity Management
439
Jacobs Levy Equity Management
New Jersey
$1.92M +$1.92M +5,753 New
LNC
440
Lincoln National Corp
Pennsylvania
$1.91M +$34K +102 +2%
FCM
441
Fortis Capital Management
Washington
$1.9M +$623K +1,867 +49%
AIM
442
Aigen Investment Management
New York
$1.89M -$150K -449 -7%
LFM
443
LGT Fund Management
Liechtenstein
$1.89M
IWC
444
Integrated Wealth Concepts
Massachusetts
$1.88M -$234K -700 -11%
HNB
445
Huntington National Bank
Ohio
$1.88M -$2.67K -8 -0.1%
IMCOOI
446
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M +$269K +805 +17%
EWA
447
Exencial Wealth Advisors
Oklahoma
$1.83M +$71.4K +214 +4%
BW
448
Bison Wealth
Georgia
$1.82M +$496K +1,486 +37%
MFG
449
Merit Financial Group
Georgia
$1.82M +$1.6M +5,733 +750%
BF
450
BOK Financial
Oklahoma
$1.82M +$48.5K +147 +3%