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 %
AFG
1026
Albion Financial Group
Utah
$1.62K +$1.62K +5 New
CP
1027
Castleview Partners
Texas
$1.62K
HWP
1028
Highline Wealth Partners
California
$1.3K
WWM
1029
Wolff Wiese Magana
California
$1.3K
AW
1030
Avion Wealth
Texas
$1K -$125 -1 -11%
HBW
1031
Hazlett, Burt & Watson
West Virginia
$1K
TFA
1032
Transamerica Financial Advisors
Florida
$1K
CAM
1033
ClariVest Asset Management
California
$1K +$1K +2 New
FSWA
1034
Financial Synergies Wealth Advisors
Texas
$973
CCMI
1035
Creative Capital Management Investments
California
$648
PWA
1036
Provenance Wealth Advisors
Florida
$648 +$648 +2 New
PWMG
1037
Provence Wealth Management Group
California
$648 +$648 +2 New
CPG
1038
Cornerstone Planning Group
New Jersey
$324 -$2.59K -8 -89%
MIM
1039
MetLife Investment Management
New Jersey
-$17.9M -51,801 Closed
SFI
1040
Susquehanna Fundamental Investments
Pennsylvania
-$14.8M -42,965 Closed
KWILP
1041
Kiwi Wealth Investments Limited Partnership
New Zealand
-$13.7M -39,711 Closed
VIA
1042
Vident Investment Advisory
Georgia
-$10.7M -30,856 Closed
MWM
1043
Moran Wealth Management
Florida
-$8.67M -25,120 Closed
NO
1044
Ninety One
South Africa
-$4.56M -13,176 Closed
Voloridge Investment Management
1045
Voloridge Investment Management
Florida
-$4.14M -12,003 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1046
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.52M -10,192 Closed
PFM
1047
Patton Fund Management
Texas
-$2.88M -8,348 Closed
V
1048
Veritable
Delaware
-$1.76M -5,104 Closed
Jacobs Levy Equity Management
1049
Jacobs Levy Equity Management
New Jersey
-$1.58M -4,584 Closed
TAF
1050
Tredje AP-fonden
Sweden
-$1.35M -3,911 Closed