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 %
SWA
701
Stratos Wealth Advisors
Ohio
$460K +$460K +1,565 New
EFA
702
Evernest Financial Advisors
Indiana
$457K +$104K +355 +30%
AWM
703
AE Wealth Management
Kansas
$456K +$81.6K +278 +22%
SW
704
SVB Wealth
Massachusetts
$450K -$285K -971 -39%
FCH
705
Freestone Capital Holdings
Washington
$449K +$10.3K +35 +2%
JHP
706
James Hambro & Partners
United Kingdom
$446K -$69.8M -237,839 -99%
AWE
707
Avidian Wealth Enterprises
Texas
$446K +$17.6K +60 +4%
GCC
708
Game Creek Capital
Massachusetts
$440K -$147K -500 -25%
TA
709
Tectonic Advisors
Texas
$439K
PCIA
710
Prime Capital Investment Advisors
Kansas
$439K -$36.1K -123 -8%
SMA
711
Sage Mountain Advisors
Georgia
$434K +$34.4K +117 +9%
IA
712
IFG Advisors
Missouri
$430K
VA
713
Vident Advisory
Georgia
$430K -$19.1M -65,155 -98%
GIM
714
Goelzer Investment Management
Indiana
$429K -$7.63K -26 -2%
MW
715
MBL Wealth
North Carolina
$428K +$428K +1,457 New
NRS
716
Neville Rodie & Shaw
New York
$426K
BIG
717
Brooklyn Investment Group
New York
$424K
SIG
718
Sargent Investment Group
Maryland
$424K +$424K +1,444 New
NWMG
719
National Wealth Management Group
Ohio
$421K +$421K +1,434 New
UB
720
UMB Bank
Missouri
$420K +$20.8K +71 +5%
N
721
Numerai
California
$419K +$419K +1,426 New
Empower Advisory Group
722
Empower Advisory Group
Colorado
$417K +$54.6K +186 +15%
PA
723
Procyon Advisors
Connecticut
$414K -$6.16K -21 -1%
NO
724
Ninety One
South Africa
$413K
BIM
725
Baldwin Investment Management
Pennsylvania
$411K