1,135 hedge funds and large institutions have $65.1B invested in Aon in 2024 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 406 increasing their positions, 370 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,135
Holders Change
+35
Holders Change %
+3.18%
% of All Funds
16.42%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.48%
New
128
Increased
406
Reduced
370
Closed
80
Calls
$594M
Puts
$484M
Net Calls
+$110M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
Clearstead Advisors
Ohio
$3.62M +$1.18M +3,397 +48%
Allspring Global Investments
377
Allspring Global Investments
North Carolina
$3.61M -$42.2K -122 -1%
CI
378
CX Institutional
Indiana
$3.61M +$17K +49 +0.5%
VCA
379
Verdence Capital Advisors
Maryland
$3.53M +$33.2K +96 +0.9%
Mercer Global Advisors
380
Mercer Global Advisors
Colorado
$3.52M -$1.25M -3,583 -26%
OAM
381
Ostrum Asset Management
France
$3.49M -$223K -644 -6%
PFA
382
Pure Financial Advisors
California
$3.49M +$341K +986 +11%
CGH
383
Crossmark Global Holdings
Texas
$3.49M -$121K -351 -3%
PVI
384
Pine Valley Investments
New Jersey
$3.49M +$350K +1,012 +11%
MSK
385
Melissa S. Kampmann
$3.47M +$8.65K +25 +0.3%
KDA
386
Kraft Davis & Associates
Missouri
$3.46M +$3.09M +8,341 +838%
UHC
387
Union Heritage Capital
Michigan
$3.45M
BFG
388
Bleakley Financial Group
New Jersey
$3.44M -$62.6K -181 -2%
Thrivent Financial for Lutherans
389
Thrivent Financial for Lutherans
Minnesota
$3.44M -$467K -1,349 -12%
O
390
Ossiam
France
$3.43M -$311K -898 -8%
SC
391
Scotia Capital
Ontario, Canada
$3.42M +$282K +814 +9%
Envestnet Portfolio Solutions
392
Envestnet Portfolio Solutions
Illinois
$3.4M -$60.9K -176 -2%
OIA
393
OneDigital Investment Advisors
Kansas
$3.39M -$741K -2,143 -18%
CAG
394
Crestwood Advisors Group
Massachusetts
$3.37M +$3.04M +8,779 +915%
BB
395
Busey Bank
Illinois
$3.3M -$6.23K -18 -0.2%
KCM
396
Kathmere Capital Management
Pennsylvania
$3.26M +$2.86M +8,280 +722%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$3.25M -$17.3K -50 -0.5%
AAS
398
Avantax Advisory Services
Texas
$3.18M +$386K +1,116 +14%
NIM
399
NEOS Investment Management
Connecticut
$3.16M +$641K +1,854 +25%
MFG
400
MidWestOne Financial Group
Iowa
$3.15M