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 %
WFA
576
Websterrogers Financial Advisors
South Carolina
$970K -$74.4K -215 -7%
NC
577
nVerses Capital
Florida
$969K +$104K +300 +12%
FFP
578
FourThought Financial Partners
Florida
$959K -$29.8K -86 -3%
ML
579
McAdam LLC
Pennsylvania
$947K -$692 -2 -0.1%
AIA
580
Alera Investment Advisors
Illinois
$920K -$14.5K -42 -2%
HIC
581
Hartline Investment Corp
Illinois
$918K +$92.7K +268 +11%
MCM
582
Mattern Capital Management
Colorado
$916K +$58.5K +169 +7%
S
583
SignatureFD
Georgia
$916K +$75.8K +219 +9%
MCM
584
Maple Capital Management
Vermont
$915K -$6.23K -18 -0.7%
RWMG
585
Redwood Wealth Management Group
New Jersey
$910K -$93.4K -270 -9%
I
586
InceptionR
California
$903K +$903K +2,611 New
PC
587
Permanens Capital
New York
$898K +$898K +2,596 New
TIAA Trust, National Association
588
TIAA Trust, National Association
North Carolina
$898K -$103K -298 -10%
SA
589
SRN Advisors
Pennsylvania
$893K -$37K -107 -4%
ECM
590
Everence Capital Management
Indiana
$886K -$1.48M -4,280 -63%
HFO
591
Heritage Family Offices
Arizona
$875K +$16.3K +47 +2%
CWM
592
Connecticut Wealth Management
Connecticut
$874K -$29.4K -85 -3%
HA
593
Harbor Advisors
Florida
$865K
WS
594
Wedbush Securities
California
$852K -$51.9K -150 -6%
CP
595
Covenant Partners
Tennessee
$849K
MGIA
596
Moneta Group Investment Advisors
Missouri
$849K -$6.57K -19 -0.8%
AF
597
Aviso Financial
Ontario, Canada
$843K +$4.84K +14 +0.6%
CFG
598
Cooper Financial Group
California
$842K -$307K -886 -27%
GCP
599
GSA Capital Partners
United Kingdom
$830K +$362K +1,046 +77%
PPA
600
Painted Porch Advisors
California
$829K