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 %
DIM
776
Delta Investment Management
California
$364K +$3.81K +11 +1%
SPC
777
Spirepoint Private Client
Florida
$364K -$19K -55 -5%
GM
778
GeoWealth Management
Illinois
$363K -$23.9K -69 -6%
BFS
779
Bradley Foster & Sargent
Connecticut
$362K +$362K +1,047 New
AI
780
Atom Investors
Texas
$362K +$362K +1,046 New
AO
781
Advisor OS
Illinois
$361K -$61.9K -179 -15%
KPWS
782
Kestra Private Wealth Services
Texas
$359K -$1.04K -3 -0.3%
BHC
783
Bowen Hanes & Co
Florida
$358K
ACA
784
Aptus Capital Advisors
Alabama
$358K +$32.9K +95 +10%
MLFP
785
MPS Loria Financial Planners
Illinois
$356K
APG
786
Abacus Planning Group
South Carolina
$355K +$15.6K +45 +5%
JWA
787
JFS Wealth Advisors
Pennsylvania
$355K -$74.4K -215 -17%
AWA
788
Aaron Wealth Advisors
Illinois
$355K +$93.8K +271 +36%
FAIM
789
Financial Advocates Investment Management
Washington
$354K -$3.46K -10 -1%
BAM
790
Belpointe Asset Management
Nevada
$350K +$64K +185 +22%
RSWM
791
Robertson Stephens Wealth Management
California
$347K +$347K +1,002 New
OIA
792
Optimum Investment Advisors
Illinois
$346K
IP
793
Intellectus Partners
California
$343K +$10.7K +31 +3%
MPM
794
MBB Public Markets
Illinois
$343K -$4.45M -12,864 -93%
GGA
795
Granite Group Advisors
Connecticut
$341K -$1.04K -3 -0.3%
BCM
796
Brookstone Capital Management
Illinois
$340K -$4.5K -13 -1%
CP
797
Creekside Partners
California
$340K
GCM
798
Gladius Capital Management
Illinois
$339K -$33.6K -97 -9%
JWCA
799
J.W. Cole Advisors
Florida
$339K +$692 +2 +0.2%
SQA
800
Simon Quick Advisors
New Jersey
$338K +$338K +978 New