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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
BAAM
926
Baker Avenue Asset Management
California
$36.6K +$1.24K +4 +4%
SWA
927
Sutton Wealth Advisors
Florida
$35.3K -$619 -2 -2%
PPC
928
Park Place Capital
Alabama
$34.4K +$22.9K +74 +211%
HDIM
929
Hanson & Doremus Investment Management
Vermont
$32K -$2.79K -9 -8%
MA
930
Montag & Associates
Georgia
$31.5K -$46.4K -150 -60%
RFA
931
Register Financial Advisors
Georgia
$31.5K
QL
932
Quarry LP
New York
$31.2K +$30.6K +99 New
MIA
933
Milestone Investment Advisors
Wisconsin
$29.6K +$29.1K +94 New
EWP
934
Elevation Wealth Partners
California
$26.5K +$26K +84 New
CWC
935
Carolinas Wealth Consulting
North Carolina
$24.9K
SWA
936
SOA Wealth Advisors
New York
$23.3K
RFG
937
RFP Financial Group
Georgia
$23K
RTC
938
Riverview Trust Company
Washington
$22.4K
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$22.1K -$13.3K -43 -38%
ETC
940
Exchange Traded Concepts
Oklahoma
$21.4K +$17.3K +56 +467%
BWP
941
Baldwin Wealth Partners
Massachusetts
$20.5K
WAM
942
Worth Asset Management
Texas
$19.5K
FMP
943
Financial Management Professionals
Texas
$19K
SIA
944
Sit Investment Associates
Minnesota
$17K
CYG
945
Clean Yield Group
Vermont
$16.1K
NFSG
946
Newbridge Financial Services Group
Florida
$15K
SFG
947
Steward Financial Group
Texas
$14K +$4.02K +13 +38%
PMEF
948
Point72 Middle East FZE
United Arab Emirates
$13.9K -$3.74M -12,068 -100%
TF
949
TimeScale Financial
Massachusetts
$13.9K
CWM
950
Cranbrook Wealth Management
Michigan
$13.6K