We are live on ! Find out more

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
TIM
951
Tortoise Investment Management
New York
$13.6K
PP
952
Pacifica Partners
Canada
$13.5K +$13K +42 New
ME
953
McIlrath & Eck
Washington
$13.2K
HFM
954
Harvest Fund Management
China
$13K -$116K -374 -90%
VNA
955
Valley National Advisers
Pennsylvania
$13K
WTA
956
Washington Trust Advisors
Massachusetts
$12.9K
JWM
957
Janiczek Wealth Management
Colorado
$12.7K -$310 -1 -3%
M
958
MOTCO
Texas
$12.6K
JFA
959
JNBA Financial Advisors
Minnesota
$12.3K -$1.55K -5 -11%
FCA
960
Fortis Capital Advisors
Kansas
$12.3K -$143K -463 -92%
Optiver Holding
961
Optiver Holding
Netherlands
$12.3K +$12.1K +39 New
EARNEST Partners
962
EARNEST Partners
Georgia
$10.4K
PB
963
Pinnacle Bancorp
Nebraska
$10.4K
HWA
964
HHM Wealth Advisors
Tennessee
$10.4K +$10.2K +33 New
BWM
965
BerganKDV Wealth Management
Minnesota
$9.77K +$310 +1 +3%
Jones Financial Companies
966
Jones Financial Companies
Missouri
$9.46K -$14.2K -46 -61%
FRA
967
Front Row Advisors
California
$9K +$7.12K +23 +383%
Commonwealth Equity Services
968
Commonwealth Equity Services
Massachusetts
$8.82K +$202K +654 +2%
QC
969
Quent Capital
New York
$8.2K
CAL
970
Capital Advisors Ltd
Ohio
$8K -$13K -42 -64%
BAM
971
Byrne Asset Management
New Jersey
$8K
FGAM
972
Financial Gravity Asset Management
Texas
$7.71K +$4.64K +15 +5%
AWM
973
Abound Wealth Management
Tennessee
$7.26K +$619 +2 +10%
GEA
974
Glen Eagle Advisors
New Jersey
$7.25K +$619 +2 +10%
SC
975
Schubert & Co
Texas
$6.94K -$3.1K -10 -31%