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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1051
Rehmann Capital Advisory Group
Michigan
-$252K -838 Closed
AMC
1052
Asset Management Corp
Illinois
-$236K -787 Closed
OFS
1053
OneAscent Financial Services
Alabama
-$218K -727 Closed
SW
1054
SteelPeak Wealth
California
-$216K -720 Closed
IFWM
1055
Institute for Wealth Management
Colorado
-$211K -703 Closed
FSA
1056
Fort Sheridan Advisors
Illinois
-$203K -675 Closed
CCA
1057
Childress Capital Advisors
Texas
-$202K -674 Closed
SYBT
1058
Stock Yards Bank & Trust
Kentucky
-$202K -672 Closed
MWA
1059
Motive Wealth Advisors
Michigan
-$200K -668 Closed
1WA
1060
180 Wealth Advisors
Washington
-$202K -622 Closed
DCM
1061
Dupont Capital Management
Delaware
-$173K -576 Closed
HNWAG
1062
High Net Worth Advisory Group
Florida
-$126K -419 Closed
KIA
1063
Kraematon Investment Advisors
Massachusetts
-$120K -400 Closed
CLOS
1064
Compagnie Lombard Odier SCmA
Switzerland
-$118K -394 Closed
FA
1065
Fiduciary Alliance
South Carolina
-$83.1K -277 Closed
Group One Trading
1066
Group One Trading
Illinois
-$74.6K -241 Closed
MCC
1067
Money Concepts Capital
Florida
-$63K -210 Closed
USCWA
1068
U.S. Capital Wealth Advisors
Texas
-$60K -200 Closed
CA
1069
Centerpoint Advisors
Massachusetts
-$55K -183 Closed
SC
1070
Steph & Co
Wisconsin
-$37K -123 Closed
FAM
1071
Fred Alger Management
New York
-$20.1K -67 Closed
ZIG
1072
Zullo Investment Group
Pennsylvania
-$13.2K -44 Closed
IWP
1073
IAG Wealth Partners
Wisconsin
-$12K -40 Closed
BHWM
1074
Beaird Harris Wealth Management
Texas
-$9.6K -32 Closed
MWM
1075
MinichMacGregor Wealth Management
New York
-$9.6K -32 Closed