940 hedge funds and large institutions have $48.4B invested in Aon in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 350 increasing their positions, 321 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
940
Holders Change
-15
Holders Change %
-1.57%
% of All Funds
16.25%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.61%
New
73
Increased
350
Reduced
321
Closed
77
Calls
$245M
Puts
$200M
Net Calls
+$44.9M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
851
Sugarloaf Wealth Management
Georgia
$37K
SC
852
Steph & Co
Wisconsin
$33K +$6.17K +23 +23%
SWA
853
Sutton Wealth Advisors
Florida
$30.8K
WPWM
854
Western Pacific Wealth Management
Illinois
$29K +$29K +110 New
TFM
855
TFC Financial Management
Massachusetts
$28K
SWM
856
Spire Wealth Management
Virginia
$27K -$263K -984 -91%
CSB
857
City State Bank
Iowa
$27K
HDIM
858
Hanson & Doremus Investment Management
Vermont
$27K
TCOV
859
Trust Company of Vermont
Vermont
$27K +$8.91K +33 +49%
NICM
860
Neo Ivy Capital Management
New York
$25K +$25K +92 New
CWM
861
Cranbrook Wealth Management
Michigan
$23K -$22.7K -86 -50%
BIA
862
Bell Investment Advisors
California
$23K +$8.56K +32 +59%
AIP
863
Almanack Investment Partners
Pennsylvania
$23K +$23K +86 New
CWC
864
Carolinas Wealth Consulting
North Carolina
$21K +$266 +1 +1%
NC
865
NewSquare Capital
Pennsylvania
$20K
SWA
866
SOA Wealth Advisors
New York
$19K -$3.08K -12 -14%
ANBT
867
American National Bank & Trust
Texas
$19K +$2.38K +9 +14%
C
868
Covestor
United Kingdom
$19K +$12.8K +48 +209%
ODG
869
O'Dell Group
Ohio
$18K
BWP
870
Baldwin Wealth Partners
Massachusetts
$17K
WAM
871
Worth Asset Management
Texas
$17K
HR
872
Howe & Rusling
New York
$17K +$14.3K +54 +540%
Jones Financial Companies
873
Jones Financial Companies
Missouri
$16K -$2.13K -8 -12%
SIA
874
Sit Investment Associates
Minnesota
$14K
CYG
875
Clean Yield Group
Vermont
$14K