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Aon
AON

Overview Fund Activity

1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$171M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
3
UIM
USS Investment Management
United Kingdom
+$78.7M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$74.4M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$72.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$518M
2
BlackRock
BlackRock
New York
-$202M
3
First Trust Advisors
First Trust Advisors
Illinois
-$167M
4
Invesco
Invesco
Georgia
-$137M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
851
Cornerstone Wealth Group
North Carolina
$232K +$1.95K +6 +0.8%
DOA
852
D'Orazio & Associates
Virginia
$231K +$231K +714 New
JF
853
Jump Financial
Illinois
$231K +$231K +713 New
KP
854
Keel Point
Alabama
$229K +$3.89K +12 +2%
RWA
855
River Wealth Advisors
Pennsylvania
$229K – – –
BTWM
856
Baker Tilly Wealth Management
Wisconsin
$228K -$327K -1,009 -59%
MFG
857
Merit Financial Group
Georgia
$227K -$137K -424 -38%
MCM
858
Marathon Capital Management
Maryland
$227K – – –
EL
859
Essex LLC
Illinois
$227K – – –
NC
860
NovaPoint Capital
Georgia
$222K -$324 -1 -0.1%
CI Investments Inc
861
CI Investments Inc
Ontario, Canada
$220K +$7.13K +22 +3%
CFG
862
Carr Financial Group
Massachusetts
$219K – – –
AAS
863
Avantax Advisory Services
Texas
$218K +$15.2K +47 +7%
CWM
864
Congress Wealth Management
Massachusetts
$217K -$57.4K -177 -21%
WCAMG
865
Woodard & Company Asset Management Group
North Carolina
$217K – – –
TWA
866
TCI Wealth Advisors
Arizona
$217K +$2.27K +7 +1%
IAN
867
Integrated Advisors Network
Texas
$215K +$10.4K +32 +5%
FLPIM
868
F.L. Putnam Investment Management
Massachusetts
$215K -$1.95K -6 -0.9%
DWA
869
Dougherty Wealth Advisers
Minnesota
$214K – – –
WA
870
Wealthstream Advisors
New York
$213K +$213K +658 New
KWM
871
Kolinsky Wealth Management
New Jersey
$213K -$2.27K -7 -1%
1WA
872
180 Wealth Advisors
Washington
$212K +$8.43K +26 +4%
MC
873
Moors & Cabot
Massachusetts
$211K +$211K +651 New
PWMAG
874
Pinnacle Wealth Management Advisory Group
New Jersey
$209K -$8.11K -25 -4%
GC
875
Gilbert & Cook
Iowa
$209K +$16.9K +52 +9%
33 34
35
36 37