1,025 hedge funds and large institutions have $52.4B invested in Aon in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+85
Holders Change %
+9.04%
% of All Funds
16.54%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.6%
New
165
Increased
317
Reduced
351
Closed
63
Calls
$315M
Puts
$252M
Net Calls
+$63.3M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
751
Forum Financial Management
Illinois
$315K -$2.1K -7 -0.7%
SFO
752
Stokes Family Office
Louisiana
$313K +$313K +1,043 New
GCM
753
Gladius Capital Management
Illinois
$313K -$20.4K -68 -6%
FCI
754
Financial Counselors Inc
Kansas
$311K +$311K +1,035 New
IA
755
IFP Advisors
Florida
$310K -$47.1K -283 -13%
KFP
756
KMG Fiduciary Partners
Ohio
$309K +$309K +1,029 New
LFA
757
Legacy Financial Advisors
Kentucky
$308K +$44.4K +148 +17%
HT
758
HighTower Trust
Texas
$306K
PCM
759
Prelude Capital Management
New York
$305K +$305K +1,015 New
MLFP
760
MPS Loria Financial Planners
Illinois
$304K -$5.4K -18 -2%
APG
761
Abacus Planning Group
South Carolina
$303K
SFC
762
SYM Financial Corp
Indiana
$300K
CIS
763
Connors Investor Services
Pennsylvania
$300K
OIA
764
Optimum Investment Advisors
Illinois
$300K
PCMC
765
Paragon Capital Management (Colorado)
Colorado
$300K
VBCG
766
Valley Brook Capital Group
Pennsylvania
$300K
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$300K
WF
768
Welch & Forbes
Massachusetts
$298K +$298K +992 New
EI
769
Ellevest Inc
New York
$297K +$5.1K +17 +2%
EWA
770
EverSource Wealth Advisors
Alabama
$294K -$49.5K -165 -14%
SWK
771
Stephen W. Kidder
$293K
CAMG
772
CWA Asset Management Group
Florida
$292K +$292K +973 New
SMC
773
Smith, Moore & Co
Missouri
$290K +$900 +3 +0.3%
ACA
774
Atlas Capital Advisors
Wyoming
$287K
CA
775
Cornerstone Advisory
Maryland
$287K +$600 +2 +0.2%