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 %
FFP
601
FourThought Financial Partners
Florida
$751K +$18.8K +58 +3%
HBT
602
Hills Bank & Trust
Iowa
$750K -$2.27K -7 -0.3%
MNBTD
603
Moody National Bank Trust Division
Texas
$748K -$25.9K -80 -3%
SIA
604
SkyView Investment Advisors
New Jersey
$747K +$34.4K +106 +5%
TC
605
Toews Corporation
New Jersey
$746K +$746K +2,300 New
SWM
606
Sendero Wealth Management
Texas
$741K +$45.4K +140 +7%
PSFG
607
Prairie Sky Financial Group
Illinois
$741K
STA
608
Summit Trail Advisors
New York
$735K +$41.5K +128 +6%
MIM
609
Martin Investment Management
Florida
$730K -$7.13K -22 -1%
SW
610
SVB Wealth
Massachusetts
$728K -$35K -108 -5%
MM
611
MQS Management
New York
$723K +$723K +2,231 New
NIM
612
NEOS Investment Management
Connecticut
$723K +$723K +2,230 New
WFC
613
Western Financial Corp
California
$722K -$2.92K -9 -0.4%
SPIA
614
Steward Partners Investment Advisory
New York
$721K -$9.08K -28 -1%
JIC
615
Joel Isaacson & Co
New York
$720K
PCM
616
Penserra Capital Management
California
$711K -$290K -896 -29%
CI
617
Cigna Investments
Connecticut
$706K -$91.8K -283 -12%
KFP
618
KB Financial Partners
New Jersey
$702K +$973 +3 +0.1%
BSW
619
Buckingham Strategic Wealth
Missouri
$692K +$417K +1,287 +152%
EF
620
Empowered Funds
Pennsylvania
$688K +$163K +502 +31%
FPAS
621
Focus Partners Advisor Solutions
Missouri
$685K +$34.4K +106 +5%
S
622
SignatureFD
Georgia
$684K +$49.3K +152 +8%
MWM
623
Modera Wealth Management
New Jersey
$663K +$19.5K +60 +3%
RI
624
Ridgewood Investments
New Jersey
$662K
TIM
625
Thompson Investment Management
Wisconsin
$648K