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 %
SA
1001
SRH Advisors
Kansas
$5.19K
TFGT
1002
TS Financial Group (TSFG)
Illinois
$5K
PP
1003
PFS Partners
New Jersey
$4.86K
LFA
1004
LGT Financial Advisors
Texas
$4.86K -$190K -586 -98%
CFD
1005
Creative Financial Designs
Indiana
$4.86K
OLVIG
1006
Oliver Lagore Vanvalin Investment Group
Michigan
$4.22K +$4.22K +13 New
CA
1007
Crewe Advisors
Utah
$3.89K -$324 -1 -8%
CT
1008
Colonial Trust
South Carolina
$3.68K
HWM
1009
HighMark Wealth Management
Minnesota
$3.58K -$325 -1 -8%
TFM
1010
TFC Financial Management
Massachusetts
$3.57K -$325 -1 -8%
MA
1011
MCF Advisors
Kentucky
$3.24K
FP
1012
Financial Perspectives
Minnesota
$3.24K +$3.24K +10 New
SIC
1013
SJS Investment Consulting
Ohio
$2.92K
Kayne Anderson Rudnick Investment Management
1014
Kayne Anderson Rudnick Investment Management
California
$2.92K -$1.95K -6 -40%
GI
1015
Gradient Investments
Minnesota
$2.92K
CWP
1016
Concord Wealth Partners
Virginia
$2.92K
NMG
1017
New Millennium Group
Utah
$2.92K
PCTC
1018
Perkins Coie Trust Company
Washington
$2.92K +$2.92K +9 New
CTB
1019
Country Trust Bank
Illinois
$2.59K
GC
1020
Globeflex Capital
California
$2.27K
SS
1021
Sunbelt Securities
Texas
$2.27K
AWM
1022
Atticus Wealth Management
Florida
$2.27K
ECM
1023
Everence Capital Management
Indiana
$1.8K
BCMLT
1024
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K
DF
1025
DecisionPoint Financial
Arizona
$1.62K