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 %
AGC
776
Aspen Grove Capital
Colorado
$309K +$6.67K +20 +2%
JWCA
777
J.W. Cole Advisors
Florida
$308K +$5.34K +16 +2%
ST
778
Sabal Trust
Florida
$307K
PTB
779
Pioneer Trust Bank
Oregon
$307K
MCM
780
Mainstay Capital Management
Michigan
$305K
EFG
781
Everhart Financial Group
Ohio
$305K +$29.7K +89 +11%
IB
782
Intrust Bank
Kansas
$305K -$107K -320 -26%
1WA
783
180 Wealth Advisors
Washington
$304K +$17.7K +53 +6%
CCA
784
Cobblestone Capital Advisors
New York
$302K
FB
785
Fulton Bank
Pennsylvania
$301K +$301K +902 New
WA
786
Waverly Advisors
Alabama
$301K +$301K +901 New
TPI
787
Trust Point Inc
Wisconsin
$300K -$513K -1,536 -63%
WIA
788
Westbourne Investment Advisors
Maryland
$300K
RPGK
789
Retirement Planning Group (Kansas)
Kansas
$297K
PNC
790
Park National Corp
Ohio
$297K -$667 -2 -0.2%
WWC
791
Waypoint Wealth Counsel
Georgia
$296K -$77.1K -231 -21%
TPWA
792
TRUE Private Wealth Advisors
Oregon
$294K +$1.67K +5 +0.6%
PC
793
Port Capital
Illinois
$291K +$24K +72 +9%
Focus Partners Wealth
794
Focus Partners Wealth
Massachusetts
$291K +$291K +871 New
GA
795
Greenspring Advisors
Maryland
$290K
EB
796
Exchange Bank
California
$290K
KBFS
797
Kohmann Bosshard Financial Services
Ohio
$287K
NA
798
Navellier & Associates
Nevada
$285K
CFFP
799
Center for Financial Planning
Michigan
$285K
VVP
800
Venture Visionary Partners
Ohio
$284K +$5.68K +17 +2%