1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TMAM
501
Tokio Marine Asset Management
Japan
$1.26M +$36.4K +125 +3%
ASN
502
Advisory Services Network
Georgia
$1.25M +$728K +2,503 +139%
UCFA
503
United Capital Financial Advisors
Texas
$1.25M +$330K +1,134 +36%
SIA
504
Schechter Investment Advisors
Michigan
$1.24M -$301K -1,034 -20%
SWP
505
Stratos Wealth Partners
Ohio
$1.24M +$225K +773 +22%
CA
506
Clearstead Advisors
Ohio
$1.23M -$1.26M -4,315 -50%
QI
507
Qtron Investments
Massachusetts
$1.22M
AI
508
Accredited Investors
Minnesota
$1.22M
HAG
509
HighPoint Advisor Group
Illinois
$1.21M +$1.21M +3,693 New
NRD
510
Nebula Research & Development
New York
$1.2M +$1.2M +4,125 New
NB
511
NBT Bank
New York
$1.19M
RC
512
RBF Capital
California
$1.19M
EIP
513
Ellis Investment Partners
Pennsylvania
$1.18M
GFP
514
Gryphon Financial Partners
Ohio
$1.18M +$855K +2,989 +263%
Nomura Holdings
515
Nomura Holdings
Japan
$1.18M +$1.18M +4,046 New
FIM
516
Freedom Investment Management
Connecticut
$1.17M +$38.4K +132 +3%
CT
517
Chicago Trust
Illinois
$1.17M -$44.8K -154 -4%
BW
518
Bison Wealth
Georgia
$1.16M +$202K +695 +21%
1832 Asset Management
519
1832 Asset Management
Ontario, Canada
$1.16M -$2.58M -8,873 -69%
FTDI
520
First Trust Direct Indexing
Massachusetts
$1.14M -$96K -330 -8%
LC
521
Lindbrook Capital
California
$1.13M +$18.6K +64 +2%
BCP
522
Blue Chip Partners
Michigan
$1.13M +$2.04K +7 +0.2%
P
523
Pitcairn
Pennsylvania
$1.13M -$4.95K -17 -0.4%
JFG
524
Jefferies Financial Group
New York
$1.12M -$307K -1,055 -21%
FCM
525
Fortis Capital Management
Washington
$1.12M +$116K +400 +12%