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 %
AWE
676
Avidian Wealth Enterprises
Texas
$444K +$631 +2 +0.1%
WSTAM
677
Wilbanks Smith & Thomas Asset Management
Virginia
$444K -$315 -1 -0.1%
Fayez Sarofim & Co
678
Fayez Sarofim & Co
Texas
$444K
BIM
679
Baldwin Investment Management
Pennsylvania
$441K
IAA
680
Independent Advisor Alliance
North Carolina
$441K +$441K +1,398 New
EWM
681
Empirical Wealth Management
Washington
$439K
AF
682
Allworth Financial
California
$438K +$36.6K +116 +9%
HH
683
Hilltop Holdings
Texas
$434K -$8.83K -28 -2%
WFI
684
West Family Investments
California
$434K +$7.88K +25 +2%
WP
685
WealthSource Partners
California
$430K
FPCP
686
Fort Point Capital Partners
California
$428K +$15.8K +50 +4%
NOI
687
Newton One Investments
Delaware
$421K
AWM
688
Apollon Wealth Management
South Carolina
$421K -$99.9K -317 -19%
KCM
689
Kathmere Capital Management
Pennsylvania
$420K -$10.4K -33 -2%
LJAC
690
L.J. Altfest & Co
New York
$417K
NDSI
691
Newman Dignan & Sheerar Inc
Rhode Island
$416K -$14.8K -47 -3%
AFP
692
Ausdal Financial Partners
Iowa
$413K -$5.05K -16 -1%
JWA
693
JFS Wealth Advisors
Pennsylvania
$412K -$315 -1 -0.1%
BCM
694
Brookstone Capital Management
Illinois
$410K +$11.2K +34 +3%
LCGC
695
Legacy Capital Group California
California
$409K +$409K +1,297 New
GL
696
Graypoint LLC
New York
$406K +$65.9K +209 +19%
WWC
697
Waypoint Wealth Counsel
Georgia
$405K -$59K -187 -13%
GA
698
Greenspring Advisors
Maryland
$403K -$34.4K -109 -8%
FAIM
699
Financial Advocates Investment Management
Washington
$401K -$15.8K -50 -4%
SCA
700
Sandy Cove Advisors
Massachusetts
$399K +$22.4K +71 +6%