1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
601
KB Financial Partners
New Jersey
$666K +$15.1K +48 +2%
FPAS
602
Focus Partners Advisor Solutions
Missouri
$656K +$16.1K +51 +3%
RI
603
Ridgewood Investments
New Jersey
$644K
CAL
604
Capital Analysts LLC
Pennsylvania
$640K -$177K -560 -22%
CBNLCF
605
Cognios Beta Neutral Large Cap Fund
Kansas
$635K -$26.9K -86 -4%
VCM
606
Vigilant Capital Management
Maine
$632K -$2.84K -9 -0.4%
TIM
607
Thompson Investment Management
Wisconsin
$631K
PFM
608
Parsec Financial Management
North Carolina
$626K
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$624K -$8.2K -26 -1%
STA
610
Summit Trail Advisors
New York
$623K -$61.8K -196 -9%
ASN
611
Advisory Services Network
Georgia
$622K -$51.7K -164 -8%
FNBOO
612
First National Bank of Omaha
Nebraska
$611K -$152K -483 -20%
AWS
613
Atria Wealth Solutions
New York
$611K +$47K +149 +8%
S
614
SignatureFD
Georgia
$610K +$9.14K +29 +2%
PMFA
615
Plante Moran Financial Advisors
Michigan
$610K
FBFS
616
First Business Financial Services
Wisconsin
$606K
BAM
617
Belpointe Asset Management
Nevada
$603K -$289K -918 -32%
Harris Associates
618
Harris Associates
Illinois
$602K
LAM
619
Lountzis Asset Management
Pennsylvania
$599K
RW
620
Rede Wealth
Virginia
$598K
CIA
621
Capital Investment Advisors
Georgia
$593K -$6.94K -22 -1%
WP
622
WMS Partners
Maryland
$590K
SFO
623
Stokes Family Office
Louisiana
$589K +$260K +825 +79%
NWMG
624
National Wealth Management Group
Ohio
$586K +$586K +1,742 New
HWM
625
HB Wealth Management
Georgia
$576K +$24.3K +77 +4%