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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
SIC
901
Salem Investment Counselors
North Carolina
$70.3K -$26K -84 -27%
CCA
902
Column Capital Advisors
Indiana
$67.5K -$5.26K -17 -7%
CAC
903
Core Alternative Capital
Georgia
$64K +$3.71K +12 +6%
FFA
904
Farther Finance Advisors
California
$63.4K +$13K +42 +26%
TFM
905
TFC Financial Management
Massachusetts
$63.1K +$29.1K +94 +89%
CH
906
Canton Hathaway
Rhode Island
$63K
GIS
907
Grayhawk Investment Strategies
Alberta, Canada
$61K +$44K +142 New
MHR
908
Matthew Hamilton Rosenberg
$59K
SV
909
Sturgeon Ventures
United Kingdom
$56.8K +$55.7K +180 New
OCM
910
Orion Capital Management
California
$55.5K
WPWM
911
Western Pacific Wealth Management
Illinois
$54.2K
BWA
912
BDO Wealth Advisors
Florida
$47.3K -$18.3K -59 -28%
MWM
913
Mascoma Wealth Management
New Hampshire
$46.8K
FMII
914
Farmers & Merchants Investments Inc
Nebraska
$46.3K
PWMG
915
Prestige Wealth Management Group
New Jersey
$45.7K +$1.55K +5 +4%
AIC
916
Archer Investment Corporation
Indiana
$45.7K
CA
917
Crewe Advisors
Utah
$44.5K -$39.9K -129 -48%
CMP
918
Coston McIsaac & Partners
Maine
$44K
BWAM
919
Boyd Watterson Asset Management
Ohio
$43.5K
SWM
920
Sugarloaf Wealth Management
Georgia
$42.9K
EBA
921
Eagle Bay Advisors
New York
$42.2K -$1.24K -4 -3%
Loomis, Sayles & Company
922
Loomis, Sayles & Company
Massachusetts
$41K -$113K -365 -74%
MC
923
Machina Capital
France
$40.7K -$424K -1,371 -91%
BIA
924
Bell Investment Advisors
California
$38.5K -$310 -1 -0.8%
GFWA
925
Grey Fox Wealth Advisors
Delaware
$37.5K