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
Name Holding Trade Value Shares
Change
Shares
Change %
SM
876
Sciencast Management
New Jersey
$209K +$209K +645 New
MCCA
877
Mill Creek Capital Advisors
Pennsylvania
$207K -$44.1K -136 -18%
BJL
878
Brighton Jones LLC
Washington
$205K +$205K +632 New
VCP
879
Verus Capital Partners
Arizona
$204K -$8.11K -25 -4%
WA
880
Waddell & Associates
Tennessee
$204K +$204K +629 New
GA
881
Gateway Advisory
New Jersey
$204K +$8.43K +26 +4%
AWM
882
Axxcess Wealth Management
California
$202K +$973 +3 +0.5%
JSAM
883
J. Safra Asset Management
New York
$200K
MCM
884
Manchester Capital Management
Vermont
$199K
CTA
885
Colonial Trust Advisors
South Carolina
$198K
GWMIA
886
Global Wealth Management Investment Advisory
Florida
$197K
AA
887
Alta Advisers
United Kingdom
$195K
FFA
888
Fairfield Financial Advisors
Massachusetts
$195K +$90.8K +280 +88%
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$191K +$28.2K +87 +17%
CAL
890
Capital Analysts LLC
Pennsylvania
$185K
SWM
891
Spire Wealth Management
Virginia
$173K -$90.5K -279 -34%
CWA
892
Carolina Wealth Advisors
South Carolina
$172K
AGWCA
893
Annis Gardner Whiting Capital Advisors
Florida
$171K +$171K +526 New
AAP
894
Arax Advisory Partners
Colorado
$170K -$324 -1 -0.2%
MAM
895
Meeder Asset Management
Ohio
$165K +$165K +508 New
AA
896
Addison Advisors
Vermont
$162K
ST
897
Smithfield Trust
Pennsylvania
$160K -$7.07K -22 -4%
FFL
898
Financial Freedom LLC
Ohio
$159K
BTI
899
Blue Trust Inc
Georgia
$155K +$10.7K +31 +7%
NCM
900
Northwest Capital Management
Oregon
$155K