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 %
DI
726
DFPG Investments
Utah
$347K -$21.4K -68 -6%
HW
727
Hancock Whitney
Mississippi
$344K +$63.1K +200 +22%
EI
728
Ellevest Inc
New York
$336K +$24.6K +78 +8%
HI
729
Hudock Inc
Pennsylvania
$335K
SMA
730
Sage Mountain Advisors
Georgia
$334K +$334K +1,060 New
PCM
731
Penserra Capital Management
California
$333K
HI
732
Horizon Investments
North Carolina
$333K +$39.7K +126 +14%
VWA
733
V Wealth Advisors
Kansas
$332K -$13.6K -43 -4%
HWA
734
Heritage Wealth Advisors
Virginia
$332K
QCM
735
Qsemble Capital Management
New York
$331K +$331K +1,050 New
LFA
736
Legacy Financial Advisors
Kentucky
$331K +$6.94K +22 +2%
CAG
737
Csenge Advisory Group
Florida
$329K -$2.52K -8 -0.8%
TCOO
738
Trust Company of Oklahoma
Oklahoma
$327K -$22.7K -72 -6%
MOS
739
MGO One Seven
Ohio
$326K +$63.4K +201 +24%
MLFP
740
MPS Loria Financial Planners
Illinois
$325K +$5.68K +18 +2%
KFP
741
KMG Fiduciary Partners
Ohio
$324K
IWM
742
IHT Wealth Management
Illinois
$322K -$16.4K -52 -5%
JWCA
743
J.W. Coons Advisors
Ohio
$322K -$15.8K -50 -5%
APG
744
Abacus Planning Group
South Carolina
$319K
SFC
745
SYM Financial Corp
Indiana
$315K
VBCG
746
Valley Brook Capital Group
Pennsylvania
$315K
OIA
747
Optimum Investment Advisors
Illinois
$315K
PCMC
748
Paragon Capital Management (Colorado)
Colorado
$315K
CPSAC
749
Chas P. Smith & Associates (CPS)
Florida
$315K
WF
750
Welch & Forbes
Massachusetts
$313K