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 %
GWMR
751
GC Wealth Management RIA
Massachusetts
$346K +$51.7K +155 +18%
BHC
752
Bowen Hanes & Co
Florida
$345K -$25K -75 -7%
ACP
753
Aveo Capital Partners
Colorado
$344K +$344K +1,228 New
MLFP
754
MPS Loria Financial Planners
Illinois
$344K
KFP
755
KMG Fiduciary Partners
Ohio
$343K +$1K +3 +0.3%
BCM
756
Brookstone Capital Management
Illinois
$340K -$89.8K -269 -21%
PCP
757
Proficio Capital Partners
Massachusetts
$339K +$12.7K +38 +4%
SOW
758
State of Wyoming
Wyoming
$336K +$277K +829 +463%
OIA
759
Optimum Investment Advisors
Illinois
$334K
EFS
760
Essex Financial Services
Connecticut
$332K +$4.34K +13 +1%
MM
761
MQS Management
New York
$330K -$304K -912 -48%
EI
762
Ellevest Inc
New York
$328K -$23.4K -70 -7%
APG
763
Abacus Planning Group
South Carolina
$326K -$11K -33 -3%
FMLI
764
Fukoku Mutual Life Insurance
Japan
$325K
AC
765
ASB Consultores
Florida
$323K +$323K +969 New
SMC
766
Smith, Moore & Co
Missouri
$323K
CPSAC
767
Chas P. Smith & Associates (CPS)
Florida
$322K
LFA
768
Legacy Financial Advisors
Kentucky
$318K -$20K -60 -6%
MPM
769
MBB Public Markets
Illinois
$318K +$318K +952 New
CFP
770
Catalyst Financial Partners
Massachusetts
$318K -$11.3K -37 -3%
PCM
771
Penserra Capital Management
California
$313K -$292K -877 -48%
ATC
772
Argent Trust Co
Tennessee
$312K -$186K -556 -37%
VWM
773
Valley Wealth Managers
New Jersey
$312K +$52.7K +158 +20%
HW
774
Hancock Whitney
Mississippi
$312K +$22K +66 +8%
FNBOH
775
First National Bank of Hutchinson
Kansas
$311K