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 %
PFBT
476
Parkside Financial Bank & Trust
Missouri
$1.5M -$23.7K -71 -2%
BPA
477
Beacon Pointe Advisors
California
$1.49M -$56.4K -169 -4%
NIG
478
NFJ Investment Group
Texas
$1.49M +$1.49M +4,452 New
SWP
479
Stratos Wealth Partners
Ohio
$1.48M +$60.1K +180 +4%
PCS
480
Personal CFO Solutions
New Jersey
$1.47M +$19.7K +59 +1%
COI
481
Connable Office Inc
Michigan
$1.46M -$17K -51 -1%
MFIM
482
Mesirow Financial Investment Management
Illinois
$1.45M -$283K -849 -16%
RWM
483
Ritholtz Wealth Management
New York
$1.45M -$47.7K -143 -3%
NB
484
NBT Bank
New York
$1.45M +$77.8K +233 +6%
WCA
485
Waratah Capital Advisors
Ontario, Canada
$1.44M +$1.44M +4,317 New
PP
486
Prudential plc
United Kingdom
$1.43M -$1.38M -4,128 -49%
Wellington Management Group
487
Wellington Management Group
Massachusetts
$1.43M -$732K -2,192 -34%
NW
488
NewEdge Wealth
Pennsylvania
$1.43M +$80.9K +289 +6%
FTDI
489
First Trust Direct Indexing
Massachusetts
$1.42M +$112K +337 +9%
GT
490
Greenleaf Trust
Michigan
$1.41M -$46.4K -139 -3%
QI
491
Qtron Investments
Massachusetts
$1.4M
AI
492
Accredited Investors
Minnesota
$1.4M
BBHC
493
Brown Brothers Harriman & Co
New York
$1.4M +$184K +551 +15%
QCM
494
Quantinno Capital Management
New York
$1.38M -$722K -2,164 -34%
RC
495
RBF Capital
California
$1.37M
DS
496
DRW Securities
Illinois
$1.37M +$1.37M +4,100 New
EIP
497
Ellis Investment Partners
Pennsylvania
$1.36M
GBA
498
Garrison Bradford & Associates
New York
$1.34M -$267K -800 -17%
LC
499
Lindbrook Capital
California
$1.31M +$5.34K +16 +0.4%
AI
500
AXS Investments
New York
$1.3M +$34.4K +103 +3%