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 %
NCTC
951
New Covenant Trust Company
Indiana
$59.4K +$59.4K +178 New
OCM
952
Orion Capital Management
California
$58.7K
JFGIW
953
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.1K -$54.7K -164 -49%
SVCP
954
Silicon Valley Capital Partners
California
$53.7K
HNB
955
Hilltop National Bank
Wyoming
$51.4K +$51.4K +154 New
FUBT
956
First United Bank & Trust
Maryland
$50.1K
DI
957
DAGCO Inc
Ohio
$50.1K +$50.1K +150 New
EBA
958
Eagle Bay Advisors
New York
$49.7K +$9.01K +27 +22%
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$48.1K -$667 -2 -1%
GIS
960
Grayhawk Investment Strategies
Alberta, Canada
$47.4K
BWAM
961
Boyd Watterson Asset Management
Ohio
$46.1K
CMP
962
Coston McIsaac & Partners
Maine
$46K
SWM
963
Sugarloaf Wealth Management
Georgia
$45.4K
CT
964
Cambridge Trust
Massachusetts
$41.4K -$36K -108 -47%
MWM
965
Mascoma Wealth Management
New Hampshire
$37K -$3.67K -11 -9%
RA
966
Rise Advisors
New York
$37K +$37K +111 New
BGAI
967
Bruce G. Allen Investments
Colorado
$36.7K -$8.68K -26 -19%
FFA
968
Frazier Financial Advisors
Ohio
$35.4K
PCMC
969
Planning Capital Management Corporation
Pennsylvania
$34.7K
BIA
970
Bell Investment Advisors
California
$33K -$1K -3 -3%
CWC
971
Carolinas Wealth Consulting
North Carolina
$33K +$5.34K +16 +19%
SIC
972
SJS Investment Consulting
Ohio
$31.4K +$28.4K +85 +944%
LI
973
Louisbourg Investments
New Brunswick, Canada
$31K +$5.34K +16 +21%
SSB
974
Sandy Spring Bank
Maryland
$29K +$29K +87 New
EWP
975
Elevation Wealth Partners
California
$28K