AON icon

Aon
AON

Overview Fund Activity

1,013 hedge funds and large institutions have $60.9B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 322 increasing their positions, 402 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+11
Holders Change %
+1.1%
% of All Funds
15.98%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
322
Reduced
402
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$272M
2
SGA
Sustainable Growth Advisers
Connecticut
+$259M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
4
Barclays
Barclays
United Kingdom
+$192M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$180M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$115M
2
Bank of America
Bank of America
North Carolina
-$112M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$95.2M
5
FCM
Frontier Capital Management
Massachusetts
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
776
Buckingham Strategic Wealth
Missouri
$293K +$14.5K +42 +5%
CWM
777
Congress Wealth Management
Massachusetts
$293K +$4.84K +14 +2%
MAM
778
McLean Asset Management
Virginia
$290K -$1.38K -4 -0.5%
WFA
779
Wellspring Financial Advisors
Ohio
$286K – – –
AAS
780
Annex Advisory Services
Wisconsin
$285K +$285K +825 New
CBFP
781
Cedar Brook Financial Partners
Ohio
$285K -$690 -2 -0.2%
PP
782
PDS Planning
Ohio
$282K +$53.9K +156 +24%
WF
783
Welch & Forbes
Massachusetts
$281K -$61.8K -179 -18%
SWM
784
Spire Wealth Management
Virginia
$280K -$10.7K -31 -4%
SFG
785
StrategIQ Financial Group
Indiana
$278K – – –
EFG
786
Everhart Financial Group
Ohio
$278K +$26.6K +77 +11%
WorldQuant Millennium Advisors
787
WorldQuant Millennium Advisors
New York
$277K -$130K -377 -32%
FW
788
FirstPurpose Wealth
Utah
$276K +$9.67K +28 +4%
CIS
789
Connors Investor Services
Pennsylvania
$276K – – –
IA
790
IFP Advisors
Florida
$275K – – –
IA
791
Inspire Advisors
Idaho
$274K +$1.73K +5 +0.6%
BC
792
Brookfield Corp
Ontario, Canada
$273K -$62.8K -182 -19%
CWM
793
Connecticut Wealth Management
Connecticut
$273K +$273K +791 New
IAA
794
Independent Advisor Alliance
North Carolina
$273K -$210K -608 -43%
CS
795
Comerica Securities
Michigan
$271K -$11.4K -33 -4%
PA
796
Pinnacle Associates
New York
$271K +$30K +87 +12%
GVAG
797
Great Valley Advisor Group
Delaware
$270K +$13.8K +40 +5%
AWA
798
Aaron Wealth Advisors
Illinois
$270K +$27.6K +80 +11%
CTC
799
Central Trust Company
Missouri
$269K -$55.2K -160 -17%
CG
800
Colony Group
Massachusetts
$268K -$33.5K -97 -11%
30 31
32
33 34