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 %
FCI
851
Financial Counselors Inc
Kansas
$242K +$242K +725 New
BAM
852
Belpointe Asset Management
Nevada
$241K -$77.8K -233 -24%
YIH
853
Y-Intercept (HK)
Hong Kong
$240K -$1.99M -5,965 -89%
AC
854
Avestar Capital
New York
$239K +$239K +717 New
RWA
855
River Wealth Advisors
Pennsylvania
$239K -$33K -99 -12%
TNA
856
True North Advisors
Texas
$238K -$5.34K -16 -2%
HIC
857
Hartline Investment Corp
Illinois
$237K -$2.18M -6,539 -90%
BCA
858
Bay Colony Advisors
Massachusetts
$237K +$237K +711 New
CG
859
Clifford Group
Massachusetts
$237K
MCM
860
Marathon Capital Management
Maryland
$234K
PIM
861
Penobscot Investment Management
Massachusetts
$232K -$68.4K -205 -23%
KP
862
Keel Point
Alabama
$232K +$232K +694 New
LAM
863
L2 Asset Management
Massachusetts
$232K +$232K +694 New
ACM
864
Andina Capital Management
Utah
$231K +$231K +693 New
NC
865
NovaPoint Capital
Georgia
$229K +$229K +685 New
EWA
866
EverSource Wealth Advisors
Alabama
$228K -$42.9K -152 -16%
IAA
867
Independent Advisor Alliance
North Carolina
$227K -$26K -78 -10%
DOA
868
D'Orazio & Associates
Virginia
$227K +$227K +679 New
DA
869
Dover Advisors
Virginia
$226K +$226K +678 New
CFG
870
Carr Financial Group
Massachusetts
$226K +$226K +676 New
HWA
871
HCR Wealth Advisors
California
$226K +$226K +676 New
TWA
872
TCI Wealth Advisors
Arizona
$225K +$225K +675 New
FFA
873
Farther Finance Advisors
California
$225K +$106K +321 +89%
BFS
874
Bradley Foster & Sargent
Connecticut
$222K +$222K +666 New
CFSG
875
Community Financial Services Group
Vermont
$222K +$222K +666 New