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 %
SCM
751
Shelton Capital Management
Colorado
$442K +$16.5K +46 +4%
TNB
752
Thomasville National Bank
Georgia
$439K +$439K +1,222 New
FWM
753
Focused Wealth Management
New York
$436K -$8.62K -24 -2%
PL
754
Perpetual Ltd
Australia
$434K -$37.4K -104 -8%
PW
755
PUREfi Wealth
Massachusetts
$432K +$432K +1,204 New
HA
756
HC Advisors
Georgia
$431K
FNBT
757
FineMark National Bank & Trust
Florida
$430K
SFC
758
SYM Financial Corp
Indiana
$429K -$22.3K -62 -5%
IWA
759
Inspirion Wealth Advisors
Illinois
$428K
HIP
760
HUB Investment Partners
Texas
$426K +$426K +1,185 New
EFS
761
Essex Financial Services
Connecticut
$424K -$34.5K -96 -8%
DMBA
762
Deseret Mutual Benefit Administrators
Utah
$423K -$16.2K -45 -4%
CFP
763
Catalyst Financial Partners
Massachusetts
$420K +$28K +78 +7%
ACP
764
Aveo Capital Partners
Colorado
$419K -$19.4K -54 -4%
AWA
765
Aaron Wealth Advisors
Illinois
$414K +$46K +128 +12%
OBGC
766
O'Brien Greene & Co
Pennsylvania
$413K +$6.11K +17 +1%
TFS
767
Thoroughbred Financial Services
Tennessee
$407K -$261K -727 -39%
BL
768
BFSG LLC
California
$407K -$1.8K -5 -0.4%
MC
769
Moors & Cabot
Massachusetts
$406K +$11.9K +33 +3%
GA
770
Geller Advisors
New York
$405K -$156K -433 -28%
IAS
771
Insigneo Advisory Services
Florida
$404K +$1.8K +5 +0.4%
AC
772
Annandale Capital
Texas
$403K
WCG
773
Weaver Consulting Group
California
$400K
TTWM
774
TCV Trust & Wealth Management
Virginia
$400K +$400K +1,115 New
FL
775
FreeGulliver LLC
Louisiana
$400K -$12.9K -36 -3%