1,175 hedge funds and large institutions have $68.9B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 412 increasing their positions, 406 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,175
Holders Change
+40
Holders Change %
+3.52%
% of All Funds
15.64%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.47%
New
136
Increased
412
Reduced
406
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
651
Chicago Capital
Illinois
$691K
P
652
Pitcairn
Pennsylvania
$690K -$70.8K -197 -9%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$687K +$67.5K +188 +11%
LAM
654
Lountzis Asset Management
Pennsylvania
$682K
RW
655
Rede Wealth
Virginia
$682K
BP
656
Ballentine Partners
Massachusetts
$682K +$30.9K +86 +5%
PMFA
657
Plante Moran Financial Advisors
Michigan
$681K
WPA
658
West Paces Advisors
Georgia
$677K -$180K -500 -21%
BC
659
Barrett & Company
Rhode Island
$662K
CIA
660
Capital Investment Advisors
Georgia
$656K +$10.1K +28 +2%
UB
661
UMB Bank
Missouri
$654K +$68.6K +191 +12%
HW
662
Hancock Whitney
Mississippi
$653K +$335K +933 +105%
WPC
663
Wedmont Private Capital
Pennsylvania
$653K +$46.5K +133 +8%
PWM
664
Perigon Wealth Management
California
$652K +$19.1K +52 +3%
AFG
665
Atomi Financial Group
New York
$652K +$198K +550 +43%
SPIA
666
Steward Partners Investment Advisory
New York
$649K +$147K +408 +29%
SIA
667
SkyView Investment Advisors
New Jersey
$645K -$368K -1,024 -36%
WTC
668
WhitTier Trust Company
Nevada
$641K -$6.11K -17 -0.9%
WIA
669
Wealthedge Investment Advisors
New York
$638K +$638K +1,777 New
RWM
670
Ritholtz Wealth Management
New York
$635K +$1.08K +3 +0.2%
VC
671
Vestor Capital
Illinois
$634K -$586K -1,631 -48%
PWG
672
Portside Wealth Group
Utah
$630K -$10.4K -29 -2%
YC
673
Yarbrough Capital
Tennessee
$627K
LJAC
674
L.J. Altfest & Co
New York
$620K -$3.59K -10 -0.6%
HI
675
Hudock Inc
Pennsylvania
$618K