1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
726
Kestra Private Wealth Services
Texas
$400K +$400K +1,235 New
BS
727
Bessemer Securities
New York
$400K -$272K -839 -40%
AC
728
Annandale Capital
Texas
$398K
JWA
729
JFS Wealth Advisors
Pennsylvania
$392K
BCM
730
Brookstone Capital Management
Illinois
$390K +$10.2K +32 +3%
HA
731
HC Advisors
Georgia
$389K
PCIA
732
Prime Capital Investment Advisors
Kansas
$387K -$1.62K -5 -0.4%
SIM
733
Sentry Investment Management
Wisconsin
$380K -$92.1K -284 -20%
SMA
734
Sage Mountain Advisors
Georgia
$380K +$25.9K +80 +7%
ACP
735
Arcus Capital Partners
Georgia
$380K +$10K +31 +3%
MCM
736
Mattern Capital Management
Colorado
$379K
AI
737
AdvisorShares Investments
Maryland
$376K -$8.43K -26 -2%
DIM
738
Delta Investment Management
California
$376K +$63.5K +196 +20%
WFA
739
Wellspring Financial Advisors
Ohio
$374K +$105K +324 +39%
LFA
740
Legacy Financial Advisors
Kentucky
$372K +$24.6K +76 +7%
OPPS
741
Obsidian Personal Planning Solutions
Maryland
$371K +$28.2K +87 +8%
NPF
742
Norris Perne & French
Michigan
$370K +$22.7K +70 +7%
BL
743
BFSG LLC
California
$369K
GFP
744
Gryphon Financial Partners
Ohio
$369K -$42.5K -131 -10%
OBGC
745
O'Brien Greene & Co
Pennsylvania
$368K
WWC
746
Waypoint Wealth Counsel
Georgia
$363K -$52.5K -162 -13%
WCG
747
Weaver Consulting Group
California
$362K
IWM
748
IHT Wealth Management
Illinois
$361K +$79.7K +246 +28%
BHC
749
Bowen Hanes & Co
Florida
$360K
NL
750
NWAM LLC
Washington
$358K -$79.1K -244 -18%