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 %
DAS
876
Diversify Advisory Services
Utah
$222K +$222K +674 New
DCM
877
Donaldson Capital Management
Indiana
$221K -$12.7K -38 -5%
AWA
878
Aaron Wealth Advisors
Illinois
$220K -$19.4K -58 -8%
GC
879
Gilbert & Cook
Iowa
$220K +$220K +660 New
ACC
880
Acorn Creek Capital
Colorado
$220K -$23K -69 -9%
DWA
881
Dougherty Wealth Advisers
Minnesota
$220K
EL
882
Essex LLC
Illinois
$220K -$140K -420 -39%
MCCA
883
Mill Creek Capital Advisors
Pennsylvania
$219K +$219K +657 New
BJL
884
Brighton Jones LLC
Washington
$217K +$217K +651 New
PAM
885
Paradigm Asset Management
New York
$217K -$83.4K -250 -28%
RFG
886
REAP Financial Group
Texas
$217K -$6.01K -18 -3%
CL
887
Choreo LLC
Illinois
$216K +$216K +647 New
EWM
888
Empirical Wealth Management
Washington
$214K +$214K +642 New
CTA
889
Colonial Trust Advisors
South Carolina
$214K +$10.3K +31 +5%
OTPPB
890
Ontario Teachers' Pension Plan Board
Ontario, Canada
$212K -$1.31M -3,920 -86%
WGC
891
Watts Gwilliam & Co
Arizona
$212K +$212K +735 New
MCM
892
Manchester Capital Management
Vermont
$212K
AG
893
AlTi Global
New York
$212K +$212K +634 New
VCP
894
Verus Capital Partners
Arizona
$210K +$210K +630 New
WA
895
Waddell & Associates
Tennessee
$210K +$210K +629 New
SWK
896
Stephen W. Kidder
$209K -$117K -350 -36%
JSAM
897
J. Safra Asset Management
New York
$206K
FWA
898
FSM Wealth Advisors
Ohio
$204K +$204K +610 New
MP
899
McDonald Partners
Ohio
$203K +$203K +608 New
KWM
900
Kolinsky Wealth Management
New Jersey
$203K +$203K +608 New