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 %
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$578K -$37.3K -127 -6%
AP
652
Americana Partners
Texas
$569K +$174K +593 +44%
PMFA
653
Plante Moran Financial Advisors
Michigan
$568K
MOS
654
MGO One Seven
Ohio
$567K +$215K +731 +61%
DS
655
DRW Securities
Illinois
$558K -$646K -2,199 -54%
LAM
656
Lountzis Asset Management
Pennsylvania
$558K
RW
657
Rede Wealth
Virginia
$557K
IG
658
ING Group
Netherlands
$556K +$556K +1,893 New
KWM
659
KFG Wealth Management
Indiana
$548K
TFS
660
Thoroughbred Financial Services
Tennessee
$548K +$548K +1,867 New
FTWA
661
Fifth Third Wealth Advisors
Ohio
$548K +$548K +1,865 New
VFA
662
Valeo Financial Advisors
Indiana
$546K +$39.6K +135 +8%
GRP
663
Global Retirement Partners
California
$546K +$40.2K +137 +8%
BC
664
Barrett & Company
Rhode Island
$541K +$541K +1,843 New
TPCW
665
TD Private Client Wealth
New York
$531K +$27K +92 +5%
LF
666
Lantz Financial
Illinois
$529K -$3.52K -12 -0.7%
WTC
667
WhitTier Trust Company
Nevada
$529K -$587 -2 -0.1%
CIA
668
Capital Investment Advisors
Georgia
$526K -$587 -2 -0.1%
RWM
669
Ritholtz Wealth Management
New York
$524K -$751K -2,559 -59%
AWS
670
Atria Wealth Solutions
New York
$523K -$25.8K -88 -5%
MIM
671
Martin Investment Management
Florida
$523K +$26.4K +90 +5%
OTL
672
Oak Thistle LLC
New York
$519K +$519K +1,767 New
AAM
673
Advisors Asset Management
Colorado
$517K -$52.6K -179 -9%
KA
674
Kintegral Advisory
New York
$517K +$23.8K +81 +5%
VAS
675
Vestmark Advisory Solutions
Massachusetts
$513K +$83.4K +284 +19%