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 %
WPC
676
Wedmont Private Capital
Pennsylvania
$596K +$41.3K +120 +7%
HI
677
Hudock Inc
Pennsylvania
$596K
PWM
678
Perigon Wealth Management
California
$595K +$30.8K +89 +5%
S
679
SimplyRich
California
$591K
EFA
680
Evernest Financial Advisors
Indiana
$590K +$51.9K +150 +10%
NCMW
681
Northern Capital Management (Washington)
Washington
$584K
A
682
AustralianSuper
Australia
$579K
DFCM
683
Dark Forest Capital Management
Puerto Rico
$575K +$575K +1,661 New
PFS
684
Prospera Financial Services
Texas
$574K +$9K +26 +2%
HH
685
Hilltop Holdings
Texas
$568K +$286K +826 +101%
SB
686
Sunflower Bank
Texas
$567K -$3.46K -10 -0.6%
CI
687
Conning Inc
Connecticut
$566K
FBFS
688
First Business Financial Services
Wisconsin
$565K
UB
689
UMB Bank
Missouri
$564K +$68.2K +197 +14%
SWA
690
Stratos Wealth Advisors
Ohio
$561K +$19.4K +56 +4%
FA
691
FDx Advisors
Illinois
$554K -$33.2K -96 -6%
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$553K -$10K -29 -2%
BIG
693
Brooklyn Investment Group
New York
$551K +$106K +305 +24%
KWM
694
KFG Wealth Management
Indiana
$550K -$96.2K -278 -15%
GHAM
695
Gilman Hill Asset Management
Connecticut
$546K
PCIA
696
Prime Capital Investment Advisors
Kansas
$545K +$27.7K +80 +5%
GA
697
Geller Advisors
New York
$540K +$90K +260 +20%
AWE
698
Avidian Wealth Enterprises
Texas
$537K +$11.8K +34 +2%
FCH
699
Freestone Capital Holdings
Washington
$532K +$2.77K +8 +0.5%
JFGIW
700
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$525K +$411K +1,187 +361%