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 %
ACM
576
AlphaStar Capital Management
North Carolina
$843K +$843K +2,526 New
CQS
577
Credential Qtrade Securities
$840K -$5.26M -15,763 -86%
CWM
578
Connecticut Wealth Management
Connecticut
$838K -$28.4K -85 -3%
MGIA
579
Moneta Group Investment Advisors
Missouri
$837K +$23.4K +70 +3%
SW
580
SVB Wealth
Massachusetts
$836K -$18K -54 -2%
HA
581
Harbor Advisors
Florida
$834K
MMA
582
Miracle Mile Advisors
California
$828K -$35.4K -106 -4%
SIM
583
Sentry Investment Management
Wisconsin
$821K
CP
584
Covenant Partners
Tennessee
$819K
QCG
585
Quadrant Capital Group
Ohio
$811K -$51.7K -155 -6%
PPA
586
Painted Porch Advisors
California
$800K
PA
587
Parallel Advisors
California
$799K +$25.4K +76 +3%
CPBTD
588
Central Pacific Bank - Trust Division
Hawaii
$796K +$796K +2,416 New
BSB
589
Bangor Savings Bank
Maine
$784K -$51.1K -153 -6%
TAM
590
Trust Asset Management
Texas
$784K
RI
591
Rinkey Investments
California
$784K +$784K +2,350 New
CCA
592
Criterion Capital Advisors
Tennessee
$782K -$4.67K -14 -0.6%
FA
593
FDx Advisors
Illinois
$779K -$11K -33 -1%
CT
594
Chicago Trust
Illinois
$770K -$570K -1,708 -43%
PSFG
595
Prairie Sky Financial Group
Illinois
$763K
CC
596
Chicago Capital
Illinois
$751K
FPAS
597
Focus Partners Advisor Solutions
Missouri
$751K -$351K -1,051 -32%
CCA
598
Checchi Capital Advisers
California
$749K -$138K -413 -16%
BSW
599
Buckingham Strategic Wealth
Missouri
$741K -$16.4K -49 -2%
JIC
600
Joel Isaacson & Co
New York
$741K