976 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 324 increasing their positions, 364 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.45%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.59%
New
95
Increased
324
Reduced
364
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MSR
801
Main Street Research
Connecticut
$231K -$11.4K -35 -5%
SW
802
SteelPeak Wealth
California
$230K -$4.55K -14 -2%
WF
803
Welch & Forbes
Massachusetts
$228K -$32.6K -100 -13%
LF
804
Lantz Financial
Illinois
$228K +$228K +701 New
NC
805
NovaPoint Capital
Georgia
$226K
GDP
806
Great Diamond Partners
Maine
$225K -$19.5K -60 -8%
SMA
807
Sage Mountain Advisors
Georgia
$225K -$17.3K -53 -7%
LSPW
808
Lake Street Private Wealth
Illinois
$224K +$5.54K +17 +3%
CCM
809
Covington Capital Management
California
$223K +$76.1K +234 +52%
BDF
810
Balasa Dinverno & Foltz
$222K -$325 -1 -0.1%
TIA
811
Tiemann Investment Advisors
California
$221K -$103K -316 -32%
KP
812
Keel Point
Alabama
$221K -$2.61K -8 -1%
FSA
813
Fort Sheridan Advisors
Illinois
$220K
BP
814
Ballentine Partners
Massachusetts
$219K +$219K +671 New
VCP
815
Verus Capital Partners
Arizona
$218K +$218K +755 New
MWM
816
Maripau Wealth Management
Indiana
$217K +$292 +1 +0.1%
CWG
817
Cornerstone Wealth Group
North Carolina
$217K +$217K +667 New
IFWM
818
Institute for Wealth Management
Colorado
$216K +$216K +662 New
DWA
819
Dougherty Wealth Advisers
Minnesota
$215K
MFW
820
Meristem Family Wealth
Minnesota
$214K +$214K +657 New
BRWM
821
B. Riley Wealth Management
Tennessee
$213K -$5.22K -16 -2%
AWS
822
Atria Wealth Solutions
New York
$211K +$211K +647 New
CWP
823
Curated Wealth Partners
California
$210K
HPWM
824
Highland Private Wealth Management
Washington
$209K +$209K +642 New
APW
825
Austin Private Wealth
Texas
$209K +$209K +643 New