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 %
TFM
1051
TFC Financial Management
Massachusetts
$2.68K -$1K -3 -27%
CTB
1052
Country Trust Bank
Illinois
$2.67K
AIM
1053
Anchor Investment Management
South Carolina
$2.67K +$2.67K +8 New
CAC
1054
Core Alternative Capital
Georgia
$2.34K -$36.4K -109 -94%
GC
1055
Globeflex Capital
California
$2.34K
SS
1056
Sunbelt Securities
Texas
$2.34K
ECM
1057
Everence Capital Management
Indiana
$2.28K
KWAG
1058
Kiely Wealth Advisory Group
North Carolina
$1.98K
WF
1059
WoodTrust Financial
Wisconsin
$1.77K +$43 +128 +2%
CP
1060
Castleview Partners
Texas
$1.67K +$334 +1 +25%
JPWM
1061
Jamison Private Wealth Management
Georgia
$1.67K +$1.67K +5 New
DF
1062
DecisionPoint Financial
Arizona
$1.43K
HWP
1063
Highline Wealth Partners
California
$1.34K
WWM
1064
Wolff Wiese Magana
California
$1.34K
FSWA
1065
Financial Synergies Wealth Advisors
Texas
$1K +$668 +2 +200%
GI
1066
Gradient Investments
Minnesota
$1K -$2K -6 -67%
PWA
1067
Provenance Wealth Advisors
Florida
$1K
RFS
1068
Richardson Financial Services
Massachusetts
$1K +$1K +2 New
NL
1069
NVWM LLC
Pennsylvania
$1K +$1K +3 New
TFA
1070
Transamerica Financial Advisors
Florida
$1K
CPG
1071
Cornerstone Planning Group
New Jersey
$840 +$560 +2 +200%
CAM
1072
ClariVest Asset Management
California
$668
CCMI
1073
Creative Capital Management Investments
California
$667
CA
1074
Continuum Advisory
Idaho
$575 +$575 +2 New
WA
1075
WestEnd Advisors
North Carolina
$334 +$334 +1 New