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 %
WT
476
Whittier Trust
California
$1.82M +$77.5K +224 +4%
HWM
477
HB Wealth Management
Georgia
$1.82M -$179K -518 -9%
TSWM
478
Tyler-Stone Wealth Management
Ohio
$1.81M +$907K +2,622 +100%
NONA
479
Ninety One North America
New York
$1.78M +$1.78M +5,147 New
ATS
480
Ashton Thomas Securities
New York
$1.78M +$344K +994 +24%
PMG
481
ProVise Management Group
Florida
$1.77M
UCFA
482
United Capital Financial Advisors
Texas
$1.77M +$384K +1,111 +28%
CK
483
Cohen Klingenstein
New York
$1.73M
KWA
484
Kingswood Wealth Advisors
California
$1.71M +$86.8K +251 +5%
SCA
485
Snowden Capital Advisors
New York
$1.7M -$87.9K -254 -5%
VF
486
Virtu Financial
New York
$1.69M +$1.69M +4,870 New
LCM
487
Landscape Capital Management
New Jersey
$1.66M +$111K +320 +7%
PIM
488
Plato Investment Management
Australia
$1.65M -$1.27M -3,678 -43%
AFCM
489
Applied Finance Capital Management
Puerto Rico
$1.65M +$136K +394 +9%
TAMH
490
Taikang Asset Management (HK)
Hong Kong
$1.64M -$1.42M -4,109 -46%
NB
491
Nicolet Bankshares
Wisconsin
$1.64M -$40.5K -117 -2%
GG
492
Greenwood Gearhart
Arkansas
$1.64M
CCMG
493
Clark Capital Management Group
Pennsylvania
$1.62M -$6.92K -20 -0.4%
GC
494
Guggenheim Capital
Illinois
$1.6M -$1.59M -4,605 -50%
NAM
495
NorthCrest Asset Manangement
Minnesota
$1.6M +$4.84K +14 +0.3%
MWM
496
Mission Wealth Management
California
$1.59M +$13.8K +40 +0.9%
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M +$6.57K +19 +0.4%
SWM
498
Sendero Wealth Management
Texas
$1.57M
CWM
499
Circle Wealth Management
New Jersey
$1.57M
PFBT
500
Parkside Financial Bank & Trust
Missouri
$1.55M -$3.81K -11 -0.2%