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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
APW
976
Acima Private Wealth
Virginia
$6.62K +$6.5K +21 New
DIP
977
DT Investment Partners
Pennsylvania
$6.47K
ONST
978
Old North State Trust
North Carolina
$6K
SA
979
SRH Advisors
Kansas
$5K
PP
980
PFS Partners
New Jersey
$4.73K
CFD
981
Creative Financial Designs
Indiana
$4.73K
HGWM
982
Harvest Group Wealth Management
Massachusetts
$4.73K
CP
983
Castleview Partners
Texas
$4.41K -$1.86K -6 -30%
HWM
984
HighMark Wealth Management
Minnesota
$4.11K -$310 -1 -7%
ST
985
Sageworth Trust
Pennsylvania
$3.78K +$929 +3 +33%
Kayne Anderson Rudnick Investment Management
986
Kayne Anderson Rudnick Investment Management
California
$3.47K +$310 +1 +10%
CT
987
Colonial Trust
South Carolina
$3.44K
MA
988
MCF Advisors
Kentucky
$3.15K
SIC
989
SJS Investment Consulting
Ohio
$2.84K -$1.24K -4 -31%
DI
990
Disciplined Investments
Oklahoma
$2.84K -$619 -2 -18%
CWP
991
Concord Wealth Partners
Virginia
$2.84K
NMG
992
New Millennium Group
Utah
$2.84K
CTB
993
Country Trust Bank
Illinois
$2.52K -$310 -1 -11%
AIP
994
Ahrens Investment Partners
Louisiana
$2.21K +$2.17K +7 New
CBT
995
Central Bank & Trust
Kentucky
$2.21K +$2.17K +7 New
AW
996
Avion Wealth
Texas
$2K +$2.48K +8 New
ECM
997
Everence Capital Management
Indiana
$1.75K
DF
998
DecisionPoint Financial
Arizona
$1.58K
BCMLT
999
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K
WWM
1000
Wolff Wiese Magana
California
$1.26K +$310 +1 +33%