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 %
LGF
526
LGT Group Foundation
Liechtenstein
$1.13M -$8.34K -25 -0.7%
VC
527
Vestor Capital
Illinois
$1.13M +$85.8K +257 +8%
PTC
528
Private Trust Company
Ohio
$1.11M -$11.3K -34 -1%
Capstone Investment Advisors
529
Capstone Investment Advisors
New York
$1.11M +$103K +310 +10%
RJT
530
Raymond James Trust
Florida
$1.11M +$24.4K +73 +2%
DSC
531
Duncker Streett & Co
Missouri
$1.1M +$84.1K +252 +8%
Lido Advisors
532
Lido Advisors
California
$1.07M -$52.4K -157 -5%
HAG
533
HighPoint Advisor Group
Illinois
$1.06M -$11K -38 -1%
MHIC
534
Marble Harbor Investment Counsel
Massachusetts
$1.04M
LWAM
535
Legacy Wealth Asset Management
Minnesota
$1.04M +$14K +42 +1%
FCP
536
Fidelis Capital Partners
Florida
$1.04M +$414K +1,240 +67%
HI
537
Horizon Investments
North Carolina
$1.03M -$4.99K -15 -0.5%
PA
538
Profund Advisors
Maryland
$1.03M +$128K +383 +14%
SWM
539
Sendero Wealth Management
Texas
$1.02M +$57.7K +173 +6%
AIP
540
Ameritas Investment Partners
Nebraska
$1.01M -$19K -57 -2%
WFA
541
Websterrogers Financial Advisors
South Carolina
$1.01M
MAS
542
Meeder Advisory Services
Ohio
$1M -$6.34K -19 -0.6%
DWT
543
Dorsey & Whitney Trust
South Dakota
$1M +$17K +51 +2%
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$996K -$7.34K -22 -0.7%
HWM
545
HB Wealth Management
Georgia
$996K +$147K +439 +17%
MG
546
Mather Group
Illinois
$993K -$66.4K -228 -6%
GCM
547
Gladius Capital Management
Illinois
$992K +$615K +1,843 +163%
Luther King Capital Management (LKCM)
548
Luther King Capital Management (LKCM)
Texas
$981K
MFGM
549
Marshall Financial Group (Maryland)
Maryland
$974K +$95.4K +286 +11%
EF
550
Empowered Funds
Pennsylvania
$973K +$144K +432 +17%