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 %
HBT
626
Hills Bank & Trust
Iowa
$640K -$33.2K -114 -5%
TA
627
Townsend & Associates
Colorado
$629K -$8.82K -29 -1%
FFA
628
Founders Financial Alliance
North Carolina
$629K +$629K +2,160 New
VFA
629
Valeo Financial Advisors
Indiana
$627K -$80K -275 -11%
S
630
SignatureFD
Georgia
$625K +$11.1K +38 +2%
SAG
631
SageView Advisory Group
California
$625K +$625K +2,092 New
UWS
632
Unique Wealth Strategies
Illinois
$621K +$621K +2,134 New
CI
633
Cigna Investments
Connecticut
$621K -$12.5K -43 -2%
TSS
634
Two Sigma Securities
New York
$608K +$608K +2,089 New
RCM
635
Radnor Capital Management
Pennsylvania
$603K +$122K +420 +25%
MWM
636
Modera Wealth Management
New Jersey
$600K +$4.66K +16 +0.8%
RI
637
Ridgewood Investments
New Jersey
$594K
BP
638
Ballentine Partners
Massachusetts
$589K +$45.4K +156 +8%
KCM
639
Kathmere Capital Management
Pennsylvania
$586K +$173K +595 +42%
UB
640
UMB Bank
Missouri
$585K +$11.6K +40 +2%
TIM
641
Thompson Investment Management
Wisconsin
$582K
SC
642
Saturna Capital
Washington
$579K +$94.6K +325 +20%
KPWS
643
Kestra Private Wealth Services
Texas
$574K +$215K +739 +60%
PMFA
644
Plante Moran Financial Advisors
Michigan
$566K -$582 -2 -0.1%
LSAG
645
Lake Street Advisors Group
New Hampshire
$566K +$566K +1,944 New
FAIM
646
Financial Advocates Investment Management
Washington
$560K +$181K +622 +48%
STA
647
Summit Trail Advisors
New York
$555K -$105K -360 -16%
MM
648
MQS Management
New York
$554K -$95.7K -329 -15%
LAM
649
Lountzis Asset Management
Pennsylvania
$553K
AWAU
650
Alliance Wealth Advisors (Utah)
Utah
$553K +$8.44K +29 +2%