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 %
JF
601
Jump Financial
Illinois
$731K -$10.3M -30,830 -93%
KCM
602
Kathmere Capital Management
Pennsylvania
$730K +$57.7K +173 +9%
STA
603
Summit Trail Advisors
New York
$723K +$86.1K +258 +14%
HBT
604
Hills Bank & Trust
Iowa
$720K -$13.3K -40 -2%
FFA
605
Founders Financial Alliance
North Carolina
$720K -$1.34K -4 -0.2%
AWAU
606
Alliance Wealth Advisors (Utah)
Utah
$718K +$84.1K +252 +13%
MCM
607
Mattern Capital Management
Colorado
$714K +$324K +971 +83%
CI
608
Cigna Investments
Connecticut
$704K -$7.34K -22 -1%
IGAM
609
iA Global Asset Management
Quebec, Canada
$703K -$1.96M -5,863 -74%
BP
610
Ballentine Partners
Massachusetts
$701K +$26K +78 +4%
SVWAG
611
Sound View Wealth Advisors Group
Georgia
$700K -$453K -1,356 -39%
MWM
612
Modera Wealth Management
New Jersey
$698K +$10.7K +32 +2%
KPWS
613
Kestra Private Wealth Services
Texas
$695K +$36.4K +109 +6%
DA
614
Duality Advisers
Florida
$693K -$1.9M -5,699 -73%
WW
615
Waterfront Wealth
Kansas
$691K -$6.32K -23 -0.9%
ETC
616
Exchange Traded Concepts
Oklahoma
$687K +$631K +1,891 +1,126%
WI
617
WBI Investments
New Jersey
$686K +$686K +2,057 New
RI
618
Ridgewood Investments
New Jersey
$681K
LSAG
619
Lake Street Advisors Group
New Hampshire
$676K +$27K +81 +4%
EWA
620
EP Wealth Advisors
California
$675K +$675K +2,024 New
HFAS
621
Hummer Financial Advisory Services
Illinois
$672K +$93.4K +280 +16%
GWM
622
Gitterman Wealth Management
New Jersey
$670K +$142K +426 +27%
TIM
623
Thompson Investment Management
Wisconsin
$667K
GCC
624
Game Creek Capital
Massachusetts
$667K +$167K +500 +33%
SC
625
Saturna Capital
Washington
$664K