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 %
LAM
651
Lountzis Asset Management
Pennsylvania
$657K
RW
652
Rede Wealth
Virginia
$657K
PMFA
653
Plante Moran Financial Advisors
Michigan
$656K -$13.5K -39 -2%
VA
654
Vident Advisory
Georgia
$654K +$147K +424 +29%
AWS
655
Atria Wealth Solutions
New York
$648K +$31.5K +91 +5%
GRP
656
Global Retirement Partners
California
$647K +$3.81K +11 +0.6%
TFS
657
Thoroughbred Financial Services
Tennessee
$644K -$1.73K -5 -0.3%
LF
658
Lantz Financial
Illinois
$641K +$18K +52 +3%
CAMG
659
CWA Asset Management Group
Florida
$640K +$640K +1,850 New
BAM
660
Blueshift Asset Management
New Jersey
$640K +$640K +1,850 New
BC
661
Barrett & Company
Rhode Island
$638K
PAS
662
Park Avenue Securities
New York
$634K -$169K -490 -21%
BP
663
Ballentine Partners
Massachusetts
$627K +$55.4K +160 +10%
WTC
664
WhitTier Trust Company
Nevada
$623K
CIA
665
Capital Investment Advisors
Georgia
$622K +$2.42K +7 +0.4%
PWG
666
Portside Wealth Group
Utah
$617K +$60.2K +174 +11%
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$615K -$1.12M -3,227 -64%
MIM
668
Martin Investment Management
Florida
$611K -$5.19K -15 -0.8%
RWM
669
Ritholtz Wealth Management
New York
$611K -$6.58K -19 -1%
YC
670
Yarbrough Capital
Tennessee
$604K
LJAC
671
L.J. Altfest & Co
New York
$601K -$436K -1,260 -42%
KA
672
Kintegral Advisory
New York
$601K -$7.96K -23 -1%
HFAS
673
Hummer Financial Advisory Services
Illinois
$600K
FTWA
674
Fifth Third Wealth Advisors
Ohio
$597K -$48.1K -139 -7%
CA
675
Crane Advisory
California
$597K