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 %
EFA
676
Evernest Financial Advisors
Indiana
$615K +$2.51K +7 +0.4%
S
677
SimplyRich
California
$614K
MIM
678
Martin Investment Management
Florida
$607K -$27.7K -77 -4%
NCMW
679
Northern Capital Management (Washington)
Washington
$606K
A
680
AustralianSuper
Australia
$601K
KA
681
Kintegral Advisory
New York
$596K -$27.7K -77 -4%
SB
682
Sunflower Bank
Texas
$590K +$1.44K +4 +0.2%
CA
683
Crane Advisory
California
$587K -$10.6K -30 -2%
FBFS
684
First Business Financial Services
Wisconsin
$586K
CI
685
Conning Inc
Connecticut
$580K -$7.18K -20 -1%
BIG
686
Brooklyn Investment Group
New York
$579K +$7.18K +20 +1%
PCIA
687
Prime Capital Investment Advisors
Kansas
$578K +$12.2K +34 +2%
SMA
688
Sage Mountain Advisors
Georgia
$575K -$115K -321 -17%
GS
689
GTS Securities
New York
$572K -$278K -773 -33%
KWM
690
KFG Wealth Management
Indiana
$571K
Caisse de Depot et Placement du Quebec (CDPQ)
691
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$569K +$287K +800 +102%
SW
692
SVB Wealth
Massachusetts
$567K +$567K +1,578 New
GHAM
693
Gilman Hill Asset Management
Connecticut
$567K
AWE
694
Avidian Wealth Enterprises
Texas
$567K +$9.34K +26 +2%
FB
695
Fulton Bank
Pennsylvania
$565K +$69.3K +193 +14%
AWS
696
Atria Wealth Solutions
New York
$561K -$112K -312 -17%
SWA
697
Stratos Wealth Advisors
Ohio
$560K -$22.3K -62 -4%
LW
698
Linscomb Wealth
Texas
$558K +$558K +1,555 New
HFAS
699
Hummer Financial Advisory Services
Illinois
$551K -$71.8K -200 -12%
LF
700
Lantz Financial
Illinois
$546K -$120K -334 -18%