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 %
C
976
Covestor
United Kingdom
$26K -$338 -1 -1%
CAL
977
Capital Advisors Ltd
Ohio
$26K +$6.58K +20 +34%
GKIM
978
GW&K Investment Management
Massachusetts
$25K -$1.35K -4 -5%
SWA
979
SOA Wealth Advisors
New York
$24.7K
RTC
980
Riverview Trust Company
Washington
$23.7K +$23.7K +71 New
MFG
981
Mendota Financial Group
Wisconsin
$23.4K
RDFA
982
Ritter Daniher Financial Advisory
Ohio
$23.4K
RWA
983
Redmont Wealth Advisors
Illinois
$21.4K +$21.4K +64 New
USB
984
Union Savings Bank
Connecticut
$21.4K
BWP
985
Baldwin Wealth Partners
Massachusetts
$21K +$667 +2 +3%
VNA
986
Valley National Advisers
Pennsylvania
$21K -$3.61K -11 -15%
RFG
987
RFP Financial Group
Georgia
$20.7K -$3.67K -11 -15%
FGAM
988
Financial Gravity Asset Management
Texas
$20.4K +$7.71K +23 +61%
FPB
989
First PREMIER Bank
South Dakota
$20K +$20K +61 New
DJSG
990
D.J. St. Germain
Massachusetts
$19K
CWM
991
Cedar Wealth Management
California
$19K +$19K +57 New
SIA
992
Sit Investment Associates
Minnesota
$18K
CYG
993
Clean Yield Group
Vermont
$17K
RFA
994
Register Financial Advisors
Georgia
$16.7K +$16.7K +50 New
BONH
995
Bank of New Hampshire
New Hampshire
$16.4K -$115K -345 -88%
Jones Financial Companies
996
Jones Financial Companies
Missouri
$15.7K -$5.67K -17 -27%
TIM
997
Tortoise Investment Management
New York
$15.7K +$1.34K +4 +9%
S
998
Sachetta
Massachusetts
$15.4K
RCM
999
Raleigh Capital Management
North Carolina
$15.4K +$9.01K +27 +142%
AP
1000
Aspect Partners
Virginia
$15.4K +$334 +1 +2%