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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 %
ECM
1101
Evergreen Capital Management
Washington
– – -739 Closed
HNW
1102
High Note Wealth
Minnesota
– – -718 Closed
DOA
1103
D'Orazio & Associates
Virginia
– – -714 Closed
KP
1104
Keel Point
Alabama
– – -707 Closed
BTWM
1105
Baker Tilly Wealth Management
Wisconsin
– – -703 Closed
NC
1106
NovaPoint Capital
Georgia
– – -685 Closed
CFG
1107
Carr Financial Group
Massachusetts
– – -676 Closed
WCAMG
1108
Woodard & Company Asset Management Group
North Carolina
– – -670 Closed
CWM
1109
Congress Wealth Management
Massachusetts
– – -670 Closed
TWA
1110
TCI Wealth Advisors
Arizona
– – -668 Closed
IAN
1111
Integrated Advisors Network
Texas
– – -665 Closed
FLPIM
1112
F.L. Putnam Investment Management
Massachusetts
– – -664 Closed
KWM
1113
Kolinsky Wealth Management
New Jersey
– – -658 Closed
GC
1114
Gilbert & Cook
Iowa
– – -645 Closed
PWMAG
1115
Pinnacle Wealth Management Advisory Group
New Jersey
– – -645 Closed
MCCA
1116
Mill Creek Capital Advisors
Pennsylvania
– – -637 Closed
BJL
1117
Brighton Jones LLC
Washington
– – -632 Closed
VCP
1118
Verus Capital Partners
Arizona
– – -630 Closed
WA
1119
Waddell & Associates
Tennessee
– – -629 Closed
GA
1120
Gateway Advisory
New Jersey
– – -628 Closed
MAM
1121
Meeder Asset Management
Ohio
– – -508 Closed
NCM
1122
Northwest Capital Management
Oregon
– – -477 Closed
GCM
1123
Goldstream Capital Management
Hong Kong
– – -304 Closed
CH
1124
Canton Hathaway
Rhode Island
– – -200 Closed
CCP
1125
Carmel Capital Partners
California
– – -192 Closed
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