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 %
LNC
451
Lincoln National Corp
Pennsylvania
$1.77M +$12K +37 +0.7%
LFG
452
Larson Financial Group
Missouri
$1.77M +$50.9K +157 +3%
QCM
453
Quantinno Capital Management
New York
$1.76M +$84.9K +262 +5%
KWA
454
Kingswood Wealth Advisors
California
$1.75M +$1.75M +5,386 New
IWC
455
Integrated Wealth Concepts
Massachusetts
$1.73M +$5.84K +18 +0.3%
GIM
456
Goelzer Investment Management
Indiana
$1.73M -$15.2K -47 -0.9%
SIA
457
Schechter Investment Advisors
Michigan
$1.72M -$14.6K -45 -0.8%
AI
458
Atria Investments
North Carolina
$1.72M +$161K +496 +10%
WG
459
Welch Group
Alabama
$1.71M
BPA
460
Beacon Pointe Advisors
California
$1.71M +$736K +2,269 +76%
RBC
461
Romano Brothers & Co
Illinois
$1.71M -$8.11K -25 -0.5%
JIM
462
Jensen Investment Management
Oregon
$1.7M +$133K +410 +9%
PHS
463
Pekin Hardy Strauss
Illinois
$1.68M -$134K -412 -7%
WF
464
WoodTrust Financial
Wisconsin
$1.65M -$16.2K -50 -1%
AssetMark Inc
465
AssetMark Inc
California
$1.64M +$152K +469 +10%
EWA
466
Exencial Wealth Advisors
Oklahoma
$1.62M +$107K +329 +7%
CK
467
Cohen Klingenstein
New York
$1.62M
LCM
468
Logan Capital Management
Pennsylvania
$1.6M -$10.7K -33 -0.7%
JFG
469
Jefferies Financial Group
New York
$1.59M +$979K +3,020 +160%
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$1.59M -$31.1K -96 -2%
CNBT
471
Canandaigua National Bank & Trust
New York
$1.58M -$10.1K -31 -0.6%
NB
472
Nicolet Bankshares
Wisconsin
$1.58M
XT
473
XTX Topco
Cayman Islands
$1.57M +$1.57M +4,857 New
GBA
474
Garrison Bradford & Associates
New York
$1.56M
OFG
475
Oxford Financial Group
Indiana
$1.54M -$79.1K -244 -5%