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Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
701
AdvisorShares Investments
Maryland
$410K +$410K +1,187 New
MCM
702
Mattern Capital Management
Colorado
$404K – – –
BCM
703
Brookstone Capital Management
Illinois
$399K -$17.8K -53 -4%
HIA
704
Harbor Investment Advisory
Maryland
$398K -$6.21K -18 -2%
RCM
705
Radnor Capital Management
Pennsylvania
$395K – – –
ACP
706
Arcus Capital Partners
Georgia
$393K – – –
BL
707
BFSG LLC
California
$393K – – –
OBGC
708
O'Brien Greene & Co
Pennsylvania
$392K – – –
MFG
709
Merit Financial Group
Georgia
$388K -$17.3K -50 -4%
EI
710
Ellevest Inc
New York
$386K +$17.6K +51 +5%
WCG
711
Weaver Consulting Group
California
$385K +$345 +1 +0.1%
AWA
712
Amplius Wealth Advisors
Pennsylvania
$384K +$140K +407 +58%
BHC
713
Bowen Hanes & Co
Florida
$383K – – –
SMA
714
Sage Mountain Advisors
Georgia
$377K +$10.7K +31 +3%
VWA
715
V Wealth Advisors
Kansas
$373K +$9.32K +27 +3%
Group One Trading
716
Group One Trading
Illinois
$371K +$371K +1,076 New
LFA
717
Legacy Financial Advisors
Kentucky
$370K +$7.6K +22 +2%
NPF
718
Norris Perne & French
Michigan
$369K -$34.5K -100 -9%
MFA
719
Mayflower Financial Advisors
Massachusetts
$368K +$35.6K +103 +11%
AR
720
Advisory Research
Illinois
$368K +$368K +1,065 New
CAG
721
Csenge Advisory Group
Florida
$366K +$5.52K +16 +2%
FFM
722
Forum Financial Management
Illinois
$365K -$29.7K -86 -8%
OPPS
723
Obsidian Personal Planning Solutions
Maryland
$365K +$365K +1,058 New
HWA
724
Heritage Wealth Advisors
Virginia
$363K – – –
MLFP
725
MPS Loria Financial Planners
Illinois
$356K – – –
27 28
29
30 31