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 %
GWMIA
901
Global Wealth Management Investment Advisory
Florida
$203K
KIA
902
KCM Investment Advisors
California
$202K +$202K +605 New
AA
903
Alta Advisers
United Kingdom
$200K
NFC
904
Northeast Financial Consultants
Connecticut
$200K +$200K +600 New
MWA
905
Meridian Wealth Advisors
Texas
$200K +$200K +600 New
SSG
906
Summit Securities Group
New York
$200K +$200K +599 +59,900%
CAL
907
Capital Analysts LLC
Pennsylvania
$190K
AGWCA
908
Annis Gardner Whiting Capital Advisors
Florida
$185K +$10.3K +31 +6%
BTI
909
Blue Trust Inc
Georgia
$182K +$1K +3 +0.6%
PWMG
910
Prestige Wealth Management Group
New Jersey
$178K +$2K +6 +1%
CWA
911
Carolina Wealth Advisors
South Carolina
$178K
ST
912
Smithfield Trust
Pennsylvania
$177K +$11.3K +34 +7%
AWM
913
Avior Wealth Management
Nebraska
$175K +$175K +524 New
IA
914
IFP Advisors
Florida
$168K +$19K +57 +13%
AA
915
Addison Advisors
Vermont
$167K
FFL
916
Financial Freedom LLC
Ohio
$164K
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$160K -$31.4K -94 -16%
WPA
918
West Paces Advisors
Georgia
$142K
IWA
919
Icon Wealth Advisors
Texas
$142K -$343K -1,026 -71%
SWM
920
Spire Wealth Management
Virginia
$140K +$1.34K +4 +1%
SIC
921
Salem Investment Counselors
North Carolina
$139K +$6.34K +19 +5%
GI
922
GAMMA Investing
California
$137K +$13.7K +41 +11%
TCOV
923
Trust Company of Vermont
Vermont
$134K
NC
924
nVerses Capital
Florida
$133K +$133K +400 New
NS
925
NBC Securities
Alabama
$132K -$17.6K -53 -12%