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 %
AIA
576
Armor Investment Advisors
North Carolina
$813K +$2.04K +7 +0.3%
ML
577
McAdam LLC
Pennsylvania
$806K -$35.2K -121 -4%
AAM
578
Advisors Asset Management
Colorado
$801K -$71.3K -245 -8%
AAM
579
Auxier Asset Management
Oregon
$798K -$30.6K -105 -4%
HWMA
580
Heritage Wealth Management (Arizona)
Arizona
$796K +$796K +2,736 New
PA
581
Profund Advisors
Maryland
$785K +$109K +376 +16%
NP
582
Nilsine Partners
Colorado
$783K -$425K -1,462 -35%
CG
583
Caprock Group
Idaho
$782K -$72.5K -249 -8%
EAM
584
Empirical Asset Management
Massachusetts
$781K +$273K +939 +54%
AIA
585
Alera Investment Advisors
Illinois
$776K -$582 -2 -0.1%
CCA
586
Checchi Capital Advisers
California
$774K +$4.95K +17 +0.6%
MFGM
587
Marshall Financial Group (Maryland)
Maryland
$767K +$767K +2,634 New
TSWM
588
Tyler-Stone Wealth Management
Ohio
$762K
CWM
589
Connecticut Wealth Management
Connecticut
$756K +$214K +736 +40%
MMA
590
Miracle Mile Advisors
California
$753K -$146K -502 -16%
BCWM
591
Bartlett & Co Wealth Management
Ohio
$752K
DADC
592
D.A. Davidson & Co
Montana
$752K
BC
593
Bartlett & Co
Ohio
$752K
QCG
594
Quadrant Capital Group
Ohio
$752K -$19.2K -66 -2%
MCM
595
MAI Capital Management
Ohio
$749K +$232K +797 +45%
SA
596
SRN Advisors
Pennsylvania
$745K -$6.4K -22 -0.9%
SW
597
SVB Wealth
Massachusetts
$745K +$91.4K +314 +14%
ZB
598
Zions Bancorporation
Utah
$744K -$81.2K -279 -10%
HWM
599
HB Wealth Management
Georgia
$741K -$62.3K -214 -8%
WW
600
Waterfront Wealth
Kansas
$739K +$24.2K +83 +3%