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 %
FT
826
Fiduciary Trust
Massachusetts
$261K +$261K +783 New
LI
827
LMCG Investments
Massachusetts
$260K
HFS
828
Horizon Financial Services
North Carolina
$259K +$1.34K +4 +0.5%
ACGA
829
Atlanta Consulting Group Advisors
Georgia
$259K +$259K +775 New
BFEC
830
Benjamin F. Edwards & Company
Missouri
$257K -$25K -75 -9%
HT
831
Heritage Trust
Oklahoma
$257K
ECM
832
Evergreen Capital Management
Washington
$256K +$256K +766 New
OC
833
Oppenheimer & Co
New York
$256K +$4.34K +13 +2%
CBFP
834
Cedar Brook Financial Partners
Ohio
$254K -$2.34K -7 -0.9%
MAM
835
McLean Asset Management
Virginia
$253K -$6.39K -20 -2%
I
836
InceptionR
California
$252K -$89.8K -269 -26%
HTHT
837
Hemenway Trust Hemenway Trust
New Hampshire
$250K -$33.4K -100 -12%
SAW
838
Signal Advisors Wealth
Michigan
$250K
MWM
839
Maripau Wealth Management
Indiana
$250K +$250K +749 New
SGI
840
Summit Global Investments
Utah
$248K +$248K +743 New
PS
841
Principal Securities
Iowa
$248K -$41.7K -125 -14%
NCM
842
New Capital Management
Texas
$247K
CIA
843
Choate Investment Advisors
Massachusetts
$247K -$4.34K -13 -2%
FW
844
FirstPurpose Wealth
Utah
$246K -$12K -38 -5%
SC
845
Sapient Capital
Indiana
$245K -$158K -474 -39%
AAS
846
Annex Advisory Services
Wisconsin
$244K +$244K +733 New
IAN
847
Integrated Advisors Network
Texas
$244K +$244K +733 New
AFP
848
Ausdal Financial Partners
Iowa
$243K -$12K -36 -5%
AAS
849
Avantax Advisory Services
Texas
$243K +$12.7K +38 +5%
RFO
850
RiverGlades Family Offices
Florida
$243K +$243K +845 New