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 %
PHS
501
Pekin Hardy Strauss
Illinois
$1.55M -$17.3K -50 -1%
DWT
502
Dorsey & Whitney Trust
South Dakota
$1.55M +$537K +1,553 +53%
NW
503
NewEdge Wealth
Pennsylvania
$1.54M -$227K -656 -13%
ZB
504
Zions Bancorporation
Utah
$1.5M +$468K +1,352 +45%
EWA
505
EP Wealth Advisors
California
$1.5M +$180K +520 +14%
NIG
506
NFJ Investment Group
Texas
$1.5M -$21.8K -63 -1%
SWP
507
Stratos Wealth Partners
Ohio
$1.49M -$219K -632 -13%
NP
508
NorthRock Partners
Minnesota
$1.46M +$79.9K +231 +6%
AI
509
Accredited Investors
Minnesota
$1.45M +$7.27K +21 +0.5%
VWM
510
Venturi Wealth Management
Texas
$1.45M +$132K +382 +10%
HNB
511
Huntington National Bank
Ohio
$1.44M -$20.4K -59 -1%
GT
512
Greenleaf Trust
Michigan
$1.42M +$6.92K +20 +0.5%
RC
513
RBF Capital
California
$1.42M
P
514
&Partners
Tennessee
$1.41M +$414K +1,196 +41%
EIP
515
Ellis Investment Partners
Pennsylvania
$1.41M
PCS
516
Personal CFO Solutions
New Jersey
$1.41M +$74.4K +215 +6%
CNBT
517
Canandaigua National Bank & Trust
New York
$1.41M -$315K -911 -18%
IFU
518
iSAM Funds (UK)
United Kingdom
$1.4M +$1.07M +3,107 +331%
TWC
519
TD Waterhouse Canada
Ontario, Canada
$1.39M -$26.5K -76 -2%
GBA
520
Garrison Bradford & Associates
New York
$1.38M
RJT
521
Raymond James Trust
Florida
$1.38M +$160K +463 +13%
PAM
522
Panagora Asset Management
Massachusetts
$1.37M -$460K -1,330 -25%
MAS
523
Meeder Advisory Services
Ohio
$1.37M +$107K +309 +8%
APF
524
Alaska Permanent Fund
Alaska
$1.37M
MYAM
525
Meiji Yasuda Asset Management
Japan
$1.37M +$33.9K +98 +3%