1,002 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, 337 increasing their positions, 399 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,002
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.04%
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
337
Reduced
399
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
926
Montag & Associates
Georgia
$31.5K -$47.3K -150 -60%
RFA
927
Register Financial Advisors
Georgia
$31.5K
QL
928
Quarry LP
New York
$31.2K +$31.2K +99 New
MIA
929
Milestone Investment Advisors
Wisconsin
$29.6K +$29.6K +94 New
EWP
930
Elevation Wealth Partners
California
$26.5K +$26.5K +84 New
CWC
931
Carolinas Wealth Consulting
North Carolina
$24.9K
SWA
932
SOA Wealth Advisors
New York
$23.3K
RFG
933
RFP Financial Group
Georgia
$23K
RTC
934
Riverview Trust Company
Washington
$22.4K
RDFA
935
Ritter Daniher Financial Advisory
Ohio
$22.1K -$13.6K -43 -38%
ETC
936
Exchange Traded Concepts
Oklahoma
$21.4K +$17.7K +56 +467%
BWP
937
Baldwin Wealth Partners
Massachusetts
$20.5K
WAM
938
Worth Asset Management
Texas
$19.5K
FMP
939
Financial Management Professionals
Texas
$19K
SIA
940
Sit Investment Associates
Minnesota
$17K
CYG
941
Clean Yield Group
Vermont
$16.1K
NFSG
942
Newbridge Financial Services Group
Florida
$15K
SFG
943
Steward Financial Group
Texas
$14K +$3.87K +13 +38%
PMEF
944
Point72 Middle East FZE
United Arab Emirates
$13.9K -$3.8M -12,068 -100%
TF
945
TimeScale Financial
Massachusetts
$13.9K
CWM
946
Cranbrook Wealth Management
Michigan
$13.6K
TIM
947
Tortoise Investment Management
New York
$13.6K
PP
948
Pacifica Partners
Canada
$13.5K +$13.5K +42 New
ME
949
McIlrath & Eck
Washington
$13.2K
HFM
950
Harvest Fund Management
China
$13K -$116K -374 -90%