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 %
FFM
701
Forum Financial Management
Illinois
$459K +$104K +311 +29%
SMA
702
Sage Mountain Advisors
Georgia
$454K +$67.4K +202 +17%
UB
703
UMB Bank
Missouri
$454K -$217K -649 -32%
AP
704
Americana Partners
Texas
$449K +$30K +90 +7%
NOI
705
Newton One Investments
Delaware
$446K
GS
706
GTS Securities
New York
$441K -$2.97M -8,907 -87%
PL
707
Perpetual Ltd
Australia
$438K -$6.67K -20 -2%
WFA
708
Wellspring Financial Advisors
Ohio
$435K -$8.68K -26 -2%
AWA
709
Amplius Wealth Advisors
Pennsylvania
$430K -$5.34K -16 -1%
GA
710
Geller Advisors
New York
$429K -$667 -2 -0.2%
SFC
711
SYM Financial Corp
Indiana
$427K +$10.7K +32 +3%
AWM
712
AE Wealth Management
Kansas
$426K -$526K -1,577 -55%
BIG
713
Brooklyn Investment Group
New York
$424K -$4.29K -13 -1%
NDSI
714
Newman Dignan & Sheerar Inc
Rhode Island
$423K -$334 -1 -0.1%
PA
715
Pinnacle Associates
New York
$423K -$41K -123 -9%
RFN
716
RDA Financial Network
Iowa
$417K
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$416K +$33.7K +101 +9%
JWA
718
JFS Wealth Advisors
Pennsylvania
$415K -$667 -2 -0.2%
EH
719
Equitable Holdings
New York
$415K -$213K -639 -34%
SPIA
720
Steward Partners Investment Advisory
New York
$413K -$330K -989 -44%
Empower Advisory Group
721
Empower Advisory Group
Colorado
$412K +$8.34K +25 +2%
CAMG
722
CWA Asset Management Group
Florida
$404K +$62.4K +187 +18%
MFA
723
Mayflower Financial Advisors
Massachusetts
$403K +$64.4K +193 +19%
MOS
724
MGO One Seven
Ohio
$400K +$12.3K +37 +3%
HA
725
HC Advisors
Georgia
$400K