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 %
TCWA
1151
Turtle Creek Wealth Advisors
Texas
-$43.4K -149 Closed
Loomis, Sayles & Company
1152
Loomis, Sayles & Company
Massachusetts
-$26K -88 Closed
BWM
1153
BKM Wealth Management
Wisconsin
-$24.7K -85 Closed
AS
1154
Altshuler Shaham
Israel
-$23.3K -80 Closed
LA
1155
LM Advisors
California
-$21.3K -73 Closed
ODG
1156
O'Dell Group
Ohio
-$19.5K -67 Closed
RS
1157
Rakuten Securities
Japan
-$11.1K -38 Closed
TVAMP
1158
Tennessee Valley Asset Management Partners
Tennessee
-$9.99K -34 Closed
GA
1159
GoalVest Advisory
New York
-$8.73K -30 Closed
FWM
1160
Focused Wealth Management
New York
-$6.98K -24 Closed
LIWM
1161
Long Island Wealth Management
New York
-$6K -21 Closed
APW
1162
Acima Private Wealth
Virginia
-$6.11K -21 Closed
LTI
1163
Laffer Tengler Investments
Tennessee
-$5.53K -19 Closed
LFA
1164
LGT Financial Advisors
Texas
-$4.37K -15 Closed
OLVIG
1165
Oliver Lagore Vanvalin Investment Group
Michigan
-$3.78K -13 Closed
NMG
1166
New Millennium Group
Utah
-$2.62K -9 Closed
SFA
1167
Semmax Financial Advisors
North Carolina
-$2.51K -8 Closed
EC
1168
EdgeRock Capital
Colorado
-$1.17K -4 Closed
EWM
1169
Evermay Wealth Management
Virginia
-$583 -2 Closed
PCTC
1170
Perkins Coie Trust Company
Washington
-$582 -2 Closed