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 %
BW
501
Bison Wealth
Georgia
$1.13M +$57K +165 +5%
AIP
502
Ameritas Investment Partners
Nebraska
$1.13M -$25.2K -73 -2%
BL
503
Balentine LLC
Georgia
$1.13M +$22.1K +64 +2%
BBHC
504
Brown Brothers Harriman & Co
New York
$1.12M -$45.9K -133 -4%
FA
505
FDx Advisors
Illinois
$1.12M -$406K -1,176 -27%
MMA
506
Miracle Mile Advisors
California
$1.12M -$664K -1,925 -37%
MYAM
507
Meiji Yasuda Asset Management
Japan
$1.11M -$13.1K -38 -1%
AWM
508
AE Wealth Management
Kansas
$1.11M +$77.3K +224 +7%
AFA
509
Abacus FCF Advisors
Florida
$1.1M -$7.25K -21 -0.7%
VC
510
Vestor Capital
Illinois
$1.09M -$16.2K -47 -1%
CCA
511
Checchi Capital Advisers
California
$1.08M +$195K +565 +22%
MHIC
512
Marble Harbor Investment Counsel
Massachusetts
$1.08M
GIM
513
Grassi Investment Management
California
$1.07M +$1.07M +3,100 New
CG
514
Caprock Group
Idaho
$1.07M +$69.7K +202 +7%
PCM
515
Penserra Capital Management
California
$1.07M +$701K +2,033 +192%
FCM
516
Fortis Capital Management
Washington
$1.06M +$1.06M +3,079 New
KWA
517
KCS Wealth Advisory
California
$1.06M +$12.1K +35 +1%
CP
518
Covenant Partners
Tennessee
$1.06M +$16.2K +47 +2%
WI
519
WBI Investments
New Jersey
$1.06M +$194K +561 +22%
WPW
520
Waldron Private Wealth
Pennsylvania
$1.06M -$32.1K -93 -3%
AL
521
Arnhold LLC
New York
$1.05M
VWM
522
Venturi Wealth Management
Texas
$1.05M -$293K -849 -22%
DSC
523
Duncker Streett & Co
Missouri
$1.05M
TF
524
TIAA FSB
Florida
$1.05M +$134K +389 +15%
Lido Advisors
525
Lido Advisors
California
$1.04M +$44.5K +129 +4%