1,037 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 359 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,037
Holders Change
+24
Holders Change %
+2.37%
% of All Funds
16.53%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
359
Reduced
376
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PPC
951
Park Place Capital
Alabama
$35.3K
BWM
952
Baystate Wealth Management
Massachusetts
$35.1K -$18.2K -56 -34%
WPWM
953
Western Pacific Wealth Management
Illinois
$34.7K -$21.1K -65 -38%
GA
954
GoalVest Advisory
New York
$34.4K +$10.7K +33 +45%
Canada Pension Plan Investment Board
955
Canada Pension Plan Investment Board
Ontario, Canada
$32.7K -$2.53M -7,800 -99%
MFG
956
Mendota Financial Group
Wisconsin
$32.4K
MIA
957
Milestone Investment Advisors
Wisconsin
$29.5K +$29.5K +91 New
SOW
958
State of Wyoming
Wyoming
$28.9K -$79.1K -244 -73%
EWP
959
Elevation Wealth Partners
California
$27.2K
Loomis, Sayles & Company
960
Loomis, Sayles & Company
Massachusetts
$27K -$8.46K -26 -24%
CWC
961
Carolinas Wealth Consulting
North Carolina
$25.6K
C
962
Covestor
United Kingdom
$25K -$325 -1 -1%
GKIM
963
GW&K Investment Management
Massachusetts
$25K +$4.17K +13 +20%
SWA
964
SOA Wealth Advisors
New York
$24K
RFG
965
RFP Financial Group
Georgia
$23.7K
RTC
966
Riverview Trust Company
Washington
$23K
RDFA
967
Ritter Daniher Financial Advisory
Ohio
$22.7K
GAG
968
Goodman Advisory Group
Massachusetts
$22.7K
CAL
969
Capital Advisors Ltd
Ohio
$21K
USB
970
Union Savings Bank
Connecticut
$20.7K
BWP
971
Baldwin Wealth Partners
Massachusetts
$19.8K -$1.3K -4 -6%
SIA
972
Sit Investment Associates
Minnesota
$18K
CYG
973
Clean Yield Group
Vermont
$16.7K
RFA
974
Register Financial Advisors
Georgia
$16.2K
FMP
975
Financial Management Professionals
Texas
$15K