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 %
FWM
751
Focused Wealth Management
New York
$363K +$363K +1,238 New
IAS
752
Insigneo Advisory Services
Florida
$363K +$100K +309 +38%
CG
753
Cynosure Group
Utah
$363K +$363K +1,235 New
WWP
754
Walden Wealth Partners
Ohio
$361K +$361K +1,229 New
IWA
755
Inspirion Wealth Advisors
Illinois
$360K -$56.7K -193 -14%
Wellington Management Group
756
Wellington Management Group
Massachusetts
$360K -$902K -3,072 -71%
DWM
757
Diversify Wealth Management
Utah
$359K +$359K +1,094 New
AO
758
Advisor OS
Illinois
$359K -$83.7K -285 -19%
ACP
759
Aveo Capital Partners
Colorado
$358K -$2.94K -10 -0.8%
BWM
760
BlackDiamond Wealth Management
New York
$357K +$357K +1,093 New
SWM
761
SeaCrest Wealth Management
New York
$356K -$48.7K -166 -12%
HA
762
HC Advisors
Georgia
$352K
UAG
763
United Advisor Group
Ohio
$352K +$352K +1,198 New
BC
764
Bridgefront Capital
Texas
$351K +$351K +1,197 New
FNBT
765
FineMark National Bank & Trust
Florida
$351K
SPIA
766
Steward Partners Investment Advisory
New York
$345K -$18.2K -62 -5%
CAS
767
CTC Alternative Strategies
Illinois
$342K +$342K +1,164 New
OBGC
768
O'Brien Greene & Co
Pennsylvania
$338K +$4.99K +17 +1%
KCM
769
Kathmere Capital Management
Pennsylvania
$337K -$305K -1,040 -48%
BL
770
BFSG LLC
California
$334K
WEG
771
World Equity Group
Illinois
$334K +$22K +75 +7%
FC
772
Forte Capital
New York
$333K -$4.4K -15 -1%
LCWP
773
Legacy Capital Wealth Partners
Arkansas
$331K +$331K +1,127 New
AC
774
Annandale Capital
Texas
$330K
NDSI
775
Newman Dignan & Sheerar Inc
Rhode Island
$329K -$43.7K -149 -12%