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 %
BRWA
676
B. Riley Wealth Advisors
Florida
$523K +$189K +583 +57%
JFG
677
Jefferies Financial Group
New York
$516K -$771K -2,310 -60%
WC
678
Waterloo Capital
Texas
$508K +$226K +676 +80%
AO
679
Advisor OS
Illinois
$503K -$95.1K -285 -16%
PWM
680
Perigon Wealth Management
California
$501K +$5.34K +16 +1%
TA
681
Tectonic Advisors
Texas
$499K
FCH
682
Freestone Capital Holdings
Washington
$499K -$30K -90 -6%
GIM
683
Goelzer Investment Management
Indiana
$496K -$1.32M -3,959 -73%
IA
684
IFG Advisors
Missouri
$489K
VAS
685
Vestmark Advisory Solutions
Massachusetts
$489K +$61.7K +185 +14%
AWE
686
Avidian Wealth Enterprises
Texas
$486K +$14.7K +44 +3%
NRS
687
Neville Rodie & Shaw
New York
$484K
PA
688
Procyon Advisors
Connecticut
$478K -$84.4K -253 -15%
AWM
689
Apollon Wealth Management
South Carolina
$475K -$6.01K -18 -1%
IWA
690
Inspirion Wealth Advisors
Illinois
$474K
PWA
691
Prairie Wealth Advisors
Nebraska
$474K +$474K +1,419 New
NO
692
Ninety One
South Africa
$472K +$472K +1,409 New
CGL
693
Clarius Group LLC
Washington
$468K -$71.8K -215 -13%
BIM
694
Baldwin Investment Management
Pennsylvania
$467K
CC
695
Corton Capital
Ontario, Canada
$465K +$465K +1,392 New
WFI
696
West Family Investments
California
$464K +$5.01K +15 +1%
NSIM
697
North Star Investment Management
Illinois
$464K
FPCP
698
Fort Point Capital Partners
California
$461K -$13.3K -40 -3%
AFO
699
Arrowroot Family Office
California
$460K
SWM
700
SeaCrest Wealth Management
New York
$460K +$7.34K +22 +2%