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 %
PP
976
PFS Partners
New Jersey
$4.73K
CFD
977
Creative Financial Designs
Indiana
$4.73K
HGWM
978
Harvest Group Wealth Management
Massachusetts
$4.73K
CP
979
Castleview Partners
Texas
$4.41K -$1.89K -6 -30%
HWM
980
HighMark Wealth Management
Minnesota
$4.11K -$316 -1 -7%
ST
981
Sageworth Trust
Pennsylvania
$3.78K +$946 +3 +33%
Kayne Anderson Rudnick Investment Management
982
Kayne Anderson Rudnick Investment Management
California
$3.47K +$315 +1 +10%
CT
983
Colonial Trust
South Carolina
$3.44K
MA
984
MCF Advisors
Kentucky
$3.15K
SIC
985
SJS Investment Consulting
Ohio
$2.84K -$1.26K -4 -31%
DI
986
Disciplined Investments
Oklahoma
$2.84K -$631 -2 -18%
CWP
987
Concord Wealth Partners
Virginia
$2.84K
NMG
988
New Millennium Group
Utah
$2.84K
CTB
989
Country Trust Bank
Illinois
$2.52K -$315 -1 -11%
AIP
990
Ahrens Investment Partners
Louisiana
$2.21K +$2.21K +7 New
CBT
991
Central Bank & Trust
Kentucky
$2.21K +$2.21K +7 New
AW
992
Avion Wealth
Texas
$2K +$2K +8 New
ECM
993
Everence Capital Management
Indiana
$1.75K
DF
994
DecisionPoint Financial
Arizona
$1.58K
BCMLT
995
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K
WWM
996
Wolff Wiese Magana
California
$1.26K +$316 +1 +33%
HWP
997
Highline Wealth Partners
California
$1.26K
SCA
998
Stonebridge Capital Advisors
Minnesota
$1.26K
Capstone Investment Advisors
999
Capstone Investment Advisors
New York
$1.26K +$1.26K +4 New
TFA
1000
Transamerica Financial Advisors
Florida
$1K