We are live on ! Find out more

1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
876
IFP Advisors
Florida
$122K -$331K -1,068 -57%
WPA
877
West Paces Advisors
Georgia
$120K
TAIM
878
TD Ameritrade Investment Management
Nebraska
$117K -$24.5K -79 -18%
RFA
879
Resurgent Financial Advisors
Georgia
$114K +$6.19K +20 +6%
ANBT
880
American National Bank & Trust
Texas
$113K
HCP
881
Hexagon Capital Partners
Arkansas
$109K -$10.2K -33 -9%
WT
882
Washington Trust
Rhode Island
$107K -$310 -1 -0.3%
FFA
883
Fairfield Financial Advisors
Massachusetts
$100K +$20.1K +65 +25%
GWM
884
Geneos Wealth Management
Colorado
$97.4K
VCM
885
Versant Capital Management
Arizona
$94K +$1.24K +4 +1%
CFO
886
CVA Family Office
Colorado
$91.4K
JSP
887
Jackson Square Partners
California
$89.5K
CSPAM
888
Cary Street Partners Asset Management
Virginia
$88.3K -$61.9K -200 -42%
CSWM
889
Cassady Schiller Wealth Management
Ohio
$86.7K
C
890
Covestor
United Kingdom
$80K +$52.9K +171 +206%
GBT
891
Grove Bank & Trust
Florida
$78.2K +$5.88K +19 +8%
AF
892
Advisornet Financial
Minnesota
$77.9K +$3.4K +11 +5%
AAS
893
Ameritas Advisory Services
Nebraska
$77.4K +$75.2K +243 New
BWM
894
Baystate Wealth Management
Massachusetts
$77.1K +$17.3K +56 +30%
HI
895
Harbour Investments
Wisconsin
$75.7K
CT
896
Cambridge Trust
Massachusetts
$75K -$7.74K -25 -10%
GWSG
897
GPS Wealth Strategies Group
Colorado
$74.8K +$73.4K +237 New
OC
898
Oakworth Capital
Alabama
$73.1K
SOW
899
State of Wyoming
Wyoming
$71.9K -$2.79K -9 -4%
GFPC
900
Global Financial Private Client
Florida
$70.4K