1,002 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FANJ
651
Financial Architects (New Jersey)
New Jersey
$510K -$79.8K -253 -14%
MC
652
Maverick Capital
Texas
$503K +$259K +821 +106%
SAG
653
SageView Advisory Group
California
$499K +$499K +1,582 New
PWM
654
Perigon Wealth Management
California
$496K -$18.3K -58 -4%
LA
655
LVW Advisors
New York
$495K +$30.6K +97 +7%
ESCM
656
Echo Street Capital Management
New York
$493K +$493K +1,564 New
AC
657
ASB Consultores
Florida
$489K +$489K +1,551 New
AP
658
Advisors Preferred
Maryland
$488K -$134K -422 -22%
TPWM
659
Twelve Points Wealth Management
Massachusetts
$488K +$52.7K +167 +12%
ATC
660
Argent Trust Co
Tennessee
$486K +$3.15K +10 +0.7%
SB
661
Sunflower Bank
Texas
$486K
FCP
662
Fidelis Capital Partners
Florida
$485K +$485K +1,477 New
CC
663
Cannell & Co
New York
$477K
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$472K
TA
665
Tectonic Advisors
Texas
$470K -$201K -636 -30%
IA
666
IFG Advisors
Missouri
$462K
MCM
667
MAI Capital Management
Ohio
$458K -$42.9K -136 -9%
AO
668
Advisor OS
Illinois
$457K +$31.2K +99 +7%
NRS
669
Neville Rodie & Shaw
New York
$457K -$15.8K -50 -3%
EH
670
Equitable Holdings
New York
$456K +$10.1K +32 +2%
SWM
671
SeaCrest Wealth Management
New York
$455K +$34.7K +110 +8%
JE
672
JMAC Enterprises
Pennsylvania
$451K -$15.8K -50 -3%
AFO
673
Arrowroot Family Office
California
$450K +$450K +1,427 New
GFP
674
Gryphon Financial Partners
Ohio
$449K +$449K +1,425 New
IFU
675
iSAM Funds (UK)
United Kingdom
$447K +$447K +1,418 New