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 %
NRS
701
Neville Rodie & Shaw
New York
$422K
SCA
702
Sandy Cove Advisors
Massachusetts
$421K +$32.6K +112 +8%
AWM
703
Apollon Wealth Management
South Carolina
$420K +$99.3K +341 +31%
PWG
704
Portside Wealth Group
Utah
$419K -$6.4K -22 -2%
WI
705
WrapManager Inc
California
$419K -$20.7K -71 -5%
FPCP
706
Fort Point Capital Partners
California
$414K +$582 +2 +0.1%
AWE
707
Avidian Wealth Enterprises
Texas
$411K +$18.6K +64 +5%
IWA
708
Inspirion Wealth Advisors
Illinois
$409K +$409K +1,420 New
BIM
709
Baldwin Investment Management
Pennsylvania
$407K
LCGC
710
Legacy Capital Group California
California
$405K +$12.2K +42 +3%
PA
711
Pinnacle Associates
New York
$405K +$582 +2 +0.1%
NSIM
712
North Star Investment Management
Illinois
$404K
AFO
713
Arrowroot Family Office
California
$402K +$16.3K +56 +4%
WFI
714
West Family Investments
California
$400K
SWM
715
SeaCrest Wealth Management
New York
$393K -$6.95K -24 -2%
ClearBridge Investments
716
ClearBridge Investments
New York
$392K +$392K +1,347 New
NOI
717
Newton One Investments
Delaware
$389K
PL
718
Perpetual Ltd
Australia
$388K -$344K -1,182 -47%
WFA
719
Wellspring Financial Advisors
Ohio
$386K +$50.9K +175 +15%
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$386K -$49.8K -171 -11%
LJAC
721
L.J. Altfest & Co
New York
$385K
AWA
722
Amplius Wealth Advisors
Pennsylvania
$380K +$136K +466 +55%
BIG
723
Brooklyn Investment Group
New York
$378K +$378K +1,300 New
GL
724
Graypoint LLC
New York
$378K -$84.1K -289 -18%
GGA
725
Granite Group Advisors
Connecticut
$376K +$376K +1,184 New