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 %
WPA
601
West Paces Advisors
Georgia
$825K -$2.66M -7,698 -76%
BSB
602
Bangor Savings Bank
Maine
$824K
DADC
603
D.A. Davidson & Co
Montana
$820K +$2.77K +8 +0.3%
GS
604
GTS Securities
New York
$818K -$1.01M -2,922 -55%
MMA
605
Miracle Mile Advisors
California
$817K -$48.4K -140 -6%
TAM
606
Trust Asset Management
Texas
$813K
ONB
607
Old National Bancorp
Indiana
$804K +$74.4K +215 +10%
VSQM
608
V-Square Quantitative Management
Illinois
$798K +$90.3K +261 +13%
TPWM
609
Twelve Points Wealth Management
Massachusetts
$793K +$73K +211 +10%
PSFG
610
Prairie Sky Financial Group
Illinois
$791K
YIH
611
Y-Intercept (HK)
Hong Kong
$788K +$788K +2,278 New
QCG
612
Quadrant Capital Group
Ohio
$785K +$13.8K +40 +2%
MOS
613
MGO One Seven
Ohio
$776K +$109K +314 +16%
JIC
614
Joel Isaacson & Co
New York
$768K
ASN
615
Advisory Services Network
Georgia
$765K
BWM
616
Brophy Wealth Management
New Hampshire
$763K +$763K +2,205 New
VFA
617
Valeo Financial Advisors
Indiana
$761K +$118K +340 +18%
RL
618
Retireful LLC
Michigan
$759K +$759K +2,195 New
FF
619
Friedenthal Financial
New Jersey
$754K +$754K +2,179 New
AWAU
620
Alliance Wealth Advisors (Utah)
Utah
$747K +$10.7K +31 +1%
HBT
621
Hills Bank & Trust
Iowa
$747K
FFA
622
Founders Financial Alliance
North Carolina
$746K
PA
623
Parallel Advisors
California
$745K +$17.3K +50 +2%
SIM
624
Sentry Investment Management
Wisconsin
$743K +$36.7K +106 +5%
ATI
625
Act Two Investors
California
$734K