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 %
RW
651
Rede Wealth
Virginia
$552K
EH
652
Equitable Holdings
New York
$548K +$169K +580 +45%
KWM
653
KFG Wealth Management
Indiana
$544K
FCP
654
Fidelis Capital Partners
Florida
$542K +$41K +141 +8%
PWPS
655
Pinnacle Wealth Planning Services
Ohio
$539K -$36.4K -125 -6%
AWS
656
Atria Wealth Solutions
New York
$535K +$32K +110 +6%
PCM
657
Penserra Capital Management
California
$527K -$110K -380 -17%
WTC
658
WhitTier Trust Company
Nevada
$525K
CIA
659
Capital Investment Advisors
Georgia
$522K -$2.04K -7 -0.4%
AWA
660
Arete Wealth Advisors
Illinois
$522K +$35.2K +121 +7%
LF
661
Lantz Financial
Illinois
$522K -$873 -3 -0.2%
AO
662
Advisor OS
Illinois
$522K +$61.7K +212 +13%
TPWM
663
Twelve Points Wealth Management
Massachusetts
$515K +$8.15K +28 +2%
WPC
664
Wedmont Private Capital
Pennsylvania
$511K -$61.8K -209 -11%
YC
665
Yarbrough Capital
Tennessee
$508K
GRP
666
Global Retirement Partners
California
$508K -$8.41K -28 -2%
NEI
667
Northwest & Ethical Investments
Ontario, Canada
$507K
HFAS
668
Hummer Financial Advisory Services
Illinois
$504K
HI
669
Hudock Inc
Pennsylvania
$504K
PAS
670
Point72 Asia (Singapore)
Singapore
$502K +$502K +1,724 New
S
671
SimplyRich
California
$498K
MIM
672
Martin Investment Management
Florida
$492K -$163K -560 -25%
CA
673
Crane Advisory
California
$491K
NCMW
674
Northern Capital Management (Washington)
Washington
$491K
RZH
675
Relyea Zuckerberg Hanson
Connecticut
$491K -$582 -2 -0.1%