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 %
A
801
Allianz
Germany
$284K +$284K +850 New
JWCA
802
J.W. Coons Advisors
Ohio
$283K -$58.4K -175 -17%
AC
803
Allstate Corporation
Illinois
$282K -$12.7K -38 -4%
MC
804
Moors & Cabot
Massachusetts
$281K +$49.4K +148 +21%
S
805
Sunpointe
Missouri
$280K +$280K +838 New
CI Investments Inc
806
CI Investments Inc
Ontario, Canada
$278K +$40.7K +122 +17%
CTC
807
Central Trust Company
Missouri
$278K -$16K -48 -5%
PP
808
PDS Planning
Ohio
$278K -$667 -2 -0.2%
CWG
809
Cornerstone Wealth Group
North Carolina
$276K +$36.7K +110 +15%
ADL
810
Asset Dedication LLC
California
$275K -$34.7K -104 -11%
CT
811
Coastline Trust
Rhode Island
$274K -$491K -1,470 -64%
WA
812
Wealthstream Advisors
New York
$274K -$14K -42 -5%
HH
813
Hilltop Holdings
Texas
$274K -$25K -75 -8%
WF
814
Welch & Forbes
Massachusetts
$274K -$10.7K -32 -4%
MSR
815
Main Street Research
Connecticut
$274K -$67.4K -202 -20%
ACA
816
Aptus Capital Advisors
Alabama
$273K +$37.7K +113 +16%
CWM
817
Congress Wealth Management
Massachusetts
$272K +$272K +815 New
AAP
818
Arax Advisory Partners
Colorado
$270K -$2.34K -7 -0.9%
IAS
819
Insigneo Advisory Services
Florida
$270K +$270K +808 New
Fayez Sarofim & Co
820
Fayez Sarofim & Co
Texas
$269K
HWA
821
Heritage Wealth Advisors
Virginia
$268K -$83.4K -250 -24%
CIS
822
Connors Investor Services
Pennsylvania
$267K
WC
823
Wexford Capital
Florida
$265K +$265K +795 New
IA
824
Inspire Advisors
Idaho
$264K -$1.67K -5 -0.6%
CAG
825
Csenge Advisory Group
Florida
$261K +$14.4K +43 +6%