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 %
DAS
601
Dynamic Advisor Solutions
Arizona
$739K +$41.4K +143 +6%
BSB
602
Bangor Savings Bank
Maine
$728K
HA
603
Harbor Advisors
Florida
$728K
EF
604
Empowered Funds
Pennsylvania
$723K +$105K +362 +17%
CG
605
Cutler Group
California
$719K -$631K -2,169 -47%
SIM
606
Sentry Investment Management
Wisconsin
$716K +$375K +1,288 +110%
CP
607
Covenant Partners
Tennessee
$714K -$114K -393 -14%
TFS
608
Thoroughbred Financial Services
Tennessee
$713K -$17.5K -60 -2%
MGIA
609
Moneta Group Investment Advisors
Missouri
$710K -$20.1K -69 -3%
TPI
610
Trust Point Inc
Wisconsin
$709K +$709K +2,436 New
PPA
611
Painted Porch Advisors
California
$698K +$698K +2,397 New
FA
612
FDx Advisors
Illinois
$689K -$139K -477 -17%
CCA
613
Criterion Capital Advisors
Tennessee
$686K +$686K +2,357 New
TAM
614
Trust Asset Management
Texas
$684K
PA
615
Parallel Advisors
California
$675K -$37.3K -128 -5%
CA
616
Cetera Advisors
Colorado
$672K -$31.7K -109 -5%
CT
617
Coastline Trust
Rhode Island
$667K -$151K -518 -18%
PSFG
618
Prairie Sky Financial Group
Illinois
$665K
FFP
619
FourThought Financial Partners
Florida
$663K -$10.5K -36 -2%
BSW
620
Buckingham Strategic Wealth
Missouri
$661K +$39K +134 +6%
CC
621
Chicago Capital
Illinois
$655K -$94.6K -325 -13%
WFC
622
Western Financial Corp
California
$651K +$2.62K +9 +0.4%
SPIA
623
Steward Partners Investment Advisory
New York
$648K +$1.16K +4 +0.2%
JIC
624
Joel Isaacson & Co
New York
$646K
IFU
625
iSAM Funds (UK)
United Kingdom
$642K -$503K -1,728 -44%