1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HFAS
651
Hummer Financial Advisory Services
Illinois
$562K
HI
652
Hudock Inc
Pennsylvania
$562K -$2.27K -7 -0.4%
AWS
653
Atria Wealth Solutions
New York
$560K +$12K +37 +2%
FCP
654
Fidelis Capital Partners
Florida
$559K +$53.2K +164 +11%
GRP
655
Global Retirement Partners
California
$558K +$3.25K +10 +0.6%
CGL
656
Clarius Group LLC
Washington
$557K -$220K -680 -28%
AT
657
American Trust
Kentucky
$556K -$178K -550 -24%
CA
658
Crane Advisory
California
$556K
S
659
SimplyRich
California
$554K
KA
660
Kintegral Advisory
New York
$550K -$324 -1 -0.1%
RZH
661
Relyea Zuckerberg Hanson
Connecticut
$547K +$3.24K +10 +0.6%
NCMW
662
Northern Capital Management (Washington)
Washington
$547K
Fisher Asset Management
663
Fisher Asset Management
Washington
$546K +$546K +1,685 New
CI
664
Conning Inc
Connecticut
$543K +$14.6K +45 +3%
A
665
AustralianSuper
Australia
$542K
AWA
666
Arete Wealth Advisors
Illinois
$542K +$542K +1,673 New
SC
667
Saturna Capital
Washington
$540K
SFO
668
Stokes Family Office
Louisiana
$539K +$38.3K +118 +8%
BA
669
Bridgewater Associates
Connecticut
$537K +$537K +1,657 New
RCM
670
Radnor Capital Management
Pennsylvania
$536K +$165K +508 +44%
Empower Advisory Group
671
Empower Advisory Group
Colorado
$531K +$306K +944 +136%
BRWA
672
B. Riley Wealth Advisors
Florida
$523K +$92.1K +284 +21%
FCH
673
Freestone Capital Holdings
Washington
$519K -$18.2K -56 -3%
GL
674
Graypoint LLC
New York
$514K +$37K +114 +8%
WS
675
Wedbush Securities
California
$514K -$21.4K -66 -4%