1,100 hedge funds and large institutions have $55.2B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 390 increasing their positions, 373 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+25
Holders Change %
+2.33%
% of All Funds
16%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
390
Reduced
373
Closed
95
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
476
Welch Group
Alabama
$1.55M
SCA
477
Snowden Capital Advisors
New York
$1.52M -$385K -1,312 -20%
PMG
478
ProVise Management Group
Florida
$1.5M +$1.5M +5,107 New
ATS
479
Ashton Thomas Securities
New York
$1.5M +$1.5M +4,150 New
NW
480
NewEdge Wealth
Pennsylvania
$1.5M -$3.52K -12 -0.2%
WT
481
Whittier Trust
California
$1.48M +$16.7K +57 +1%
QCM
482
Quantinno Capital Management
New York
$1.48M +$266K +906 +22%
FTDI
483
First Trust Direct Indexing
Massachusetts
$1.47M +$219K +747 +18%
Kayne Anderson Rudnick Investment Management
484
Kayne Anderson Rudnick Investment Management
California
$1.47M -$1.18K -4 -0.1%
CK
485
Cohen Klingenstein
New York
$1.47M
CNBT
486
Canandaigua National Bank & Trust
New York
$1.46M -$127K -433 -8%
CG
487
Carlyle Group
District of Columbia
$1.46M +$1.46M +4,973 New
SWP
488
Stratos Wealth Partners
Ohio
$1.45M +$152K +517 +12%
NB
489
Nicolet Bankshares
Wisconsin
$1.43M
TMAM
490
Tokio Marine Asset Management
Japan
$1.4M +$23.5K +80 +2%
GG
491
Greenwood Gearhart
Arkansas
$1.39M -$134K -455 -9%
KWA
492
Kingswood Wealth Advisors
California
$1.38M -$102K -348 -7%
CCMG
493
Clark Capital Management Group
Pennsylvania
$1.38M +$1.38M +4,698 New
NAM
494
NorthCrest Asset Manangement
Minnesota
$1.35M
MWM
495
Mission Wealth Management
California
$1.34M -$376K -1,281 -22%
EFSCE
496
Enterprise Financial Services Corp (EFSC)
Missouri
$1.34M -$19.7K -67 -1%
SWM
497
Sendero Wealth Management
Texas
$1.33M +$435K +1,482 +48%
CWM
498
Circle Wealth Management
New Jersey
$1.33M -$2.26M -7,694 -63%
PHS
499
Pekin Hardy Strauss
Illinois
$1.33M -$132K -450 -9%
MUAMU
500
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.32M +$1.32M +4,500 New