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 %
BHCM
726
Brevan Howard Capital Management
Jersey
$376K +$376K +1,293 New
BCM
727
Brookstone Capital Management
Illinois
$375K +$19.5K +67 +5%
GA
728
Geller Advisors
New York
$375K -$7.86K -27 -2%
VAS
729
Vestmark Advisory Solutions
Massachusetts
$372K +$372K +1,279 New
NDSI
730
Newman Dignan & Sheerar Inc
Rhode Island
$370K -$291 -1 -0.1%
TPCW
731
TD Private Client Wealth
New York
$369K -$1.75M -5,999 -83%
AP
732
Americana Partners
Texas
$365K -$4.07K -14 -1%
RFN
733
RDA Financial Network
Iowa
$364K
SFC
734
SYM Financial Corp
Indiana
$363K
JWA
735
JFS Wealth Advisors
Pennsylvania
$363K +$11.1K +38 +3%
IB
736
Intrust Bank
Kansas
$359K -$14.3K -49 -4%
ACA
737
Atlas Capital Advisors
Wyoming
$358K +$80K +275 +29%
AF
738
Allworth Financial
California
$357K -$7.28K -25 -2%
Empower Advisory Group
739
Empower Advisory Group
Colorado
$352K -$124K -426 -26%
SC
740
Sapient Capital
Indiana
$351K +$351K +1,207 New
HA
741
HC Advisors
Georgia
$349K
LCWP
742
Legacy Capital Wealth Partners
Arkansas
$345K -$17.2K -59 -5%
MCM
743
Mattern Capital Management
Colorado
$340K
WP
744
WealthSource Partners
California
$340K -$56.5K -194 -14%
MOS
745
MGO One Seven
Ohio
$338K +$50.9K +175 +18%
DIM
746
Delta Investment Management
California
$338K
SMA
747
Sage Mountain Advisors
Georgia
$337K -$3.49K -12 -1%
FC
748
Forte Capital
New York
$335K +$87.3K +300 +35%
DMBA
749
Deseret Mutual Benefit Administrators
Utah
$333K -$43.4K -149 -12%
OPPS
750
Obsidian Personal Planning Solutions
Maryland
$333K