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 %
LWAM
551
Legacy Wealth Asset Management
Minnesota
$987K -$1.68M -5,194 -63%
DSC
552
Duncker Streett & Co
Missouri
$985K
TIAA Trust, National Association
553
TIAA Trust, National Association
North Carolina
$980K +$980K +3,024 New
WFA
554
Websterrogers Financial Advisors
South Carolina
$978K +$978K +3,018 New
GIM
555
Grassi Investment Management
California
$973K -$32.4K -100 -3%
GLA
556
Good Life Advisors
Pennsylvania
$973K
AAM
557
Advisors Asset Management
Colorado
$971K -$234K -723 -19%
Luther King Capital Management (LKCM)
558
Luther King Capital Management (LKCM)
Texas
$956K +$68.1K +210 +8%
VWM
559
Venturi Wealth Management
Texas
$954K -$35.7K -110 -4%
AWM
560
AE Wealth Management
Kansas
$953K -$93K -287 -9%
CG
561
Caprock Group
Idaho
$952K -$51.9K -160 -5%
CC
562
Centiva Capital
New York
$944K +$944K +2,913 New
RWMG
563
Redwood Wealth Management Group
New Jersey
$940K
DS
564
DRW Securities
Illinois
$940K +$940K +2,900 New
ML
565
McAdam LLC
Pennsylvania
$937K
KWA
566
KCS Wealth Advisory
California
$929K -$67.1K -207 -7%
CP
567
Covenant Partners
Tennessee
$923K -$73.3K -226 -7%
AAM
568
Auxier Asset Management
Oregon
$923K
FA
569
FDx Advisors
Illinois
$922K -$128K -396 -12%
ZB
570
Zions Bancorporation
Utah
$920K +$192K +593 +26%
CT
571
Coastline Trust
Rhode Island
$911K +$618K +1,905 +210%
AIA
572
Armor Investment Advisors
North Carolina
$904K +$3.89K +12 +0.4%
DGAM
573
Desjardins Global Asset Management
Quebec, Canada
$898K -$312K -962 -26%
HWM
574
HB Wealth Management
Georgia
$895K +$255K +787 +40%
SC
575
Syon Capital
California
$875K +$875K +2,699 New