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Aon
AON

Overview Fund Activity

1,054 hedge funds and large institutions have $51.5B invested in Aon in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 339 increasing their positions, 400 reducing their positions, and 88 closing their positions.

Holders
1,054
Holders Change
+17
Holders Change %
+1.64%
% of All Funds
15.45%
Holding in Top 10
26
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-29.73%
% of All Funds
0.38%
New
121
Increased
339
Reduced
400
Closed
88
Calls
$173M
Puts
$221M
Net Calls
-$48.2M
Net Calls Change
+$18.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.6B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$183M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$228M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.22B
5
Norges Bank
5
Norges Bank
Norway
$423M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$89.6M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$3.63B
3
FCM
3
Farallon Capital Management
California
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$1.11B
5
Boston Partners
5
Boston Partners
Massachusetts
$187M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
1001
Byrne Asset Management
New Jersey
– – -25 Closed
FWM
1002
Focused Wealth Management
New York
$6.98K 24 +24 New
GEA
1003
Glen Eagle Advisors
New Jersey
$6.69K 23 – –
VWA
1004
Valued Wealth Advisors
Utah
$6.16K 19 +19 New
APW
1005
Acima Private Wealth
Virginia
$6.11K 21 – –
LIWM
1006
Long Island Wealth Management
New York
$6K 21 +21 New
DIP
1007
DT Investment Partners
Pennsylvania
$5.98K 20 – –
CAS
1008
Coppell Advisory Solutions
Texas
$5.82K 20 +20 New
WTA
1009
Washington Trust Advisors
Massachusetts
$5.53K 19 -22 -54%
FG
1010
Fairman Group
Pennsylvania
$5.53K 19 +19 New
LTI
1011
Laffer Tengler Investments
Tennessee
$5.53K 19 +19 New
RCM
1012
Raleigh Capital Management
North Carolina
$5.53K 19 +19 New
SA
1013
SRH Advisors
Kansas
$4.66K 16 – –
PP
1014
PFS Partners
New Jersey
$4.37K 15 – –
LFA
1015
LGT Financial Advisors
Texas
$4.37K 15 – –
CFD
1016
Creative Financial Designs
Indiana
$4.37K 15 – –
PIS
1017
POM Investment Strategies
North Carolina
$4.37K 15 +15 New
FPF
1018
First Pacific Financial
Washington
$4.08K 14 +14 New
WIA
1019
Wetzel Investment Advisors
Indiana
$4K 15 +15 New
DF
1020
Dunhill Financial
United Kingdom
$3.85K 13 +13 New
AEPWM
1021
Atlantic Edge Private Wealth Management
Florida
$3.78K 13 +13 New
OLVIG
1022
Oliver Lagore Vanvalin Investment Group
Michigan
$3.78K 13 – –
TFM
1023
TFC Financial Management
Massachusetts
$3.21K 11 – –
BHWM
1024
Beaird Harris Wealth Management
Texas
$3.2K 11 +11 New
FRA
1025
Frank Rimerman Advisors
California
$3.2K 11 +11 New
39 40
41
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