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 %
GEA
1026
Glen Eagle Advisors
New Jersey
$7.68K
VWA
1027
Valued Wealth Advisors
Utah
$7.34K +$1K +3 +16%
BCMLT
1028
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.01K +$5.34K +16 +320%
DIP
1029
DT Investment Partners
Pennsylvania
$6.68K
FG
1030
Fairman Group
Pennsylvania
$6.34K
FPF
1031
First Pacific Financial
Washington
$6.34K +$1.67K +5 +36%
CA
1032
CoreCap Advisors
Michigan
$6.34K +$6.34K +19 New
PCWA
1033
Pacific Capital Wealth Advisors
California
$6.01K +$6.01K +18 New
SA
1034
SRH Advisors
Kansas
$5.34K
DF
1035
Dunhill Financial
United Kingdom
$5.25K +$984 +3 +23%
PP
1036
PFS Partners
New Jersey
$5.01K
PIS
1037
POM Investment Strategies
North Carolina
$5.01K
SC
1038
SouthState Corp
Florida
$5.01K +$5.01K +15 New
WWP
1039
WR Wealth Planners
Missouri
$5.01K +$5.01K +15 New
WIA
1040
Wetzel Investment Advisors
Indiana
$4.63K
AEPWM
1041
Atlantic Edge Private Wealth Management
Florida
$4.34K
WB
1042
Webster Bank
Connecticut
$4.01K +$4.01K +12 New
AW
1043
Avion Wealth
Texas
$4K
BHWM
1044
Beaird Harris Wealth Management
Texas
$3.67K
FRA
1045
Frank Rimerman Advisors
California
$3.67K
HWM
1046
HighMark Wealth Management
Minnesota
$3.36K
MA
1047
MCF Advisors
Kentucky
$3.34K -$8.35K -25 -71%
DPW
1048
DiNuzzo Private Wealth
Pennsylvania
$3.34K
DWA
1049
Delos Wealth Advisors
Texas
$3K +$3K +9 New
CT
1050
Colonial Trust
South Carolina
$2.89K