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 %
DWT
576
Dorsey & Whitney Trust
South Dakota
$861K -$20.8K -71 -2%
RWMG
577
Redwood Wealth Management Group
New Jersey
$852K +$294 +1 +0%
P
578
&Partners
Tennessee
$849K +$849K +2,893 New
TIAA Trust, National Association
579
TIAA Trust, National Association
North Carolina
$849K -$27.3K -93 -3%
FFP
580
FourThought Financial Partners
Florida
$839K +$14.7K +50 +2%
PA
581
PFW Advisors
Georgia
$831K -$8.51K -29 -1%
AIA
582
Armor Investment Advisors
North Carolina
$824K +$2.06K +7 +0.3%
ML
583
McAdam LLC
Pennsylvania
$804K +$1.76K +6 +0.2%
AIA
584
Alera Investment Advisors
Illinois
$793K +$2.64K +9 +0.3%
SA
585
SRN Advisors
Pennsylvania
$789K
SGI
586
Summit Global Investments
Utah
$786K +$568K +1,933 +260%
MCM
587
Maple Capital Management
Vermont
$782K +$782K +2,662 New
AC
588
AXQ Capital
New Jersey
$777K +$307K +1,046 +65%
TSWM
589
Tyler-Stone Wealth Management
Ohio
$769K
WS
590
Wedbush Securities
California
$767K -$81.1K -276 -10%
CWM
591
Connecticut Wealth Management
Connecticut
$767K +$29.4K +100 +4%
ASN
592
Advisory Services Network
Georgia
$765K +$238K +812 +45%
WW
593
Waterfront Wealth
Kansas
$755K +$15.9K +54 +2%
MMA
594
Miracle Mile Advisors
California
$734K +$5.87K +20 +0.8%
HA
595
Harbor Advisors
Florida
$734K
NC
596
nVerses Capital
Florida
$734K +$617K +2,100 +525%
HWMA
597
Heritage Wealth Management (Arizona)
Arizona
$728K -$79.9K -272 -10%
HFO
598
Heritage Family Offices
Arizona
$728K +$728K +2,481 New
MCM
599
Mattern Capital Management
Colorado
$727K +$98.9K +337 +16%
MGIA
600
Moneta Group Investment Advisors
Missouri
$726K -$10.9K -37 -1%