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 %
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$648K -$503K -1,506 -44%
AAM
627
Advisors Asset Management
Colorado
$647K -$271K -812 -30%
TA
628
Townsend & Associates
Colorado
$646K
PMFA
629
Plante Moran Financial Advisors
Michigan
$645K -$4K -12 -0.6%
ATI
630
Act Two Investors
California
$644K +$103K +309 +19%
LAM
631
Lountzis Asset Management
Pennsylvania
$634K
RW
632
Rede Wealth
Virginia
$633K
TPWM
633
Twelve Points Wealth Management
Massachusetts
$628K +$37.4K +112 +6%
AWS
634
Atria Wealth Solutions
New York
$624K +$11.3K +34 +2%
SCA
635
Sandy Cove Advisors
Massachusetts
$624K +$141K +422 +29%
FAIM
636
Financial Advocates Investment Management
Washington
$624K -$17.7K -53 -3%
KWM
637
KFG Wealth Management
Indiana
$623K
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$620K +$2K +6 +0.3%
HT
639
Headlands Technologies
Illinois
$617K +$538K +1,611 +677%
AF
640
Allworth Financial
California
$615K +$206K +618 +50%
VSQM
641
V-Square Quantitative Management
Illinois
$614K +$292K +874 +90%
GSC
642
Grey Street Capital
Illinois
$609K +$609K +1,823 New
S
643
SignatureFD
Georgia
$607K -$110K -329 -15%
P
644
Pitcairn
Pennsylvania
$607K -$689K -2,064 -53%
LF
645
Lantz Financial
Illinois
$605K +$6.67K +20 +1%
PP
646
Paloma Partners
Connecticut
$604K +$328K +983 +119%
WTC
647
WhitTier Trust Company
Nevada
$602K -$334 -1 -0.1%
PFS
648
Prospera Financial Services
Texas
$601K +$75.4K +226 +14%
ASN
649
Advisory Services Network
Georgia
$598K -$838K -2,510 -58%
CIA
650
Capital Investment Advisors
Georgia
$598K -$668 -2 -0.1%