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 %
ACP
751
Aveo Capital Partners
Colorado
$422K +$1.04K +3 +0.2%
BWM
752
BlackDiamond Wealth Management
New York
$419K -$384 -1 -0.1%
HA
753
HC Advisors
Georgia
$415K
FNBT
754
FineMark National Bank & Trust
Florida
$414K
SCM
755
Shelton Capital Management
Colorado
$410K -$5.64M -16,300 -93%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$407K -$62.6K -181 -13%
PA
757
Pinnacle Associates
New York
$405K +$168K +578 +71%
FL
758
FreeGulliver LLC
Louisiana
$398K +$12.5K +36 +3%
BL
759
BFSG LLC
California
$394K
CG
760
Cynosure Group
Utah
$393K -$34.3K -99 -8%
OBGC
761
O'Brien Greene & Co
Pennsylvania
$392K -$5.88K -17 -1%
NDSI
762
Newman Dignan & Sheerar Inc
Rhode Island
$390K -$26K -70 -6%
AC
763
Annandale Capital
Texas
$389K
IAS
764
Insigneo Advisory Services
Florida
$387K +$692 +2 +0.2%
SIG
765
Sargent Investment Group
Maryland
$386K -$113K -327 -23%
WCG
766
Weaver Consulting Group
California
$386K
MMM
767
Mendel Money Management
Illinois
$384K +$384K +1,109 New
WC
768
Wexford Capital
Florida
$381K -$452K -1,305 -54%
MC
769
Moors & Cabot
Massachusetts
$380K +$15.6K +45 +4%
NL
770
NWAM LLC
Washington
$379K +$379K +1,096 New
CFP
771
Catalyst Financial Partners
Massachusetts
$378K +$13.8K +40 +4%
FC
772
Forte Capital
New York
$377K -$15.6K -45 -4%
TCOO
773
Trust Company of Oklahoma
Oklahoma
$371K +$12.5K +36 +3%
NPF
774
Norris Perne & French
Michigan
$370K
WA
775
Waverly Advisors
Alabama
$370K +$31.1K +90 +9%