1,025 hedge funds and large institutions have $52.4B invested in Aon in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 317 increasing their positions, 351 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+85
Holders Change %
+9.04%
% of All Funds
16.54%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.6%
New
165
Increased
317
Reduced
351
Closed
63
Calls
$315M
Puts
$252M
Net Calls
+$63.3M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
826
Simmons Bank
Arkansas
$223K +$223K +743 New
NCM
827
New Capital Management
Texas
$222K +$222K +741 New
BFM
828
Boothbay Fund Management
New York
$220K +$220K +734 New
OFS
829
OneAscent Financial Services
Alabama
$218K +$218K +727 New
PI
830
Putnam Investments
Massachusetts
$218K -$33.3K -111 -13%
WCAMG
831
Woodard & Company Asset Management Group
North Carolina
$216K +$216K +720 New
SW
832
SteelPeak Wealth
California
$216K +$216K +720 New
KP
833
Keel Point
Alabama
$215K +$215K +717 New
MSR
834
Main Street Research
Connecticut
$213K +$213K +710 New
DOA
835
D'Orazio & Associates
Virginia
$212K +$212K +706 New
KWM
836
Kolinsky Wealth Management
New Jersey
$211K +$211K +704 New
IFWM
837
Institute for Wealth Management
Colorado
$211K +$211K +703 New
HI
838
Hendershot Investments
Virginia
$210K -$30K -100 -13%
CWG
839
Cornerstone Wealth Group
North Carolina
$209K +$209K +696 New
PCA
840
Personal Capital Advisors
California
$206K +$206K +687 New
CCA
841
Cobblestone Capital Advisors
New York
$206K +$206K +685 New
NC
842
NovaPoint Capital
Georgia
$206K +$206K +685 New
CFG
843
Carr Financial Group
Massachusetts
$203K +$203K +676 New
FSA
844
Fort Sheridan Advisors
Illinois
$203K +$203K +675 New
CCA
845
Childress Capital Advisors
Texas
$202K +$202K +674 New
1WA
846
180 Wealth Advisors
Washington
$202K +$202K +622 New
SYBT
847
Stock Yards Bank & Trust
Kentucky
$202K +$202K +672 New
MWA
848
Motive Wealth Advisors
Michigan
$200K -$37.2K -124 -16%
TWA
849
TCI Wealth Advisors
Arizona
$199K +$300 +1 +0.2%
DWA
850
Dougherty Wealth Advisers
Minnesota
$198K