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 %
MMM
776
Mendel Money Management
Illinois
$398K
AAM
777
Advisors Asset Management
Colorado
$397K -$80.8K -225 -17%
CTC
778
Central Trust Company
Missouri
$396K +$123K +342 +45%
NL
779
NWAM LLC
Washington
$395K +$1.44K +4 +0.4%
FC
780
Forte Capital
New York
$391K
PCP
781
Proficio Capital Partners
Massachusetts
$391K +$65K +181 +20%
WS
782
Wedbush Securities
California
$390K -$495K -1,376 -56%
FA
783
FDx Advisors
Illinois
$390K -$184K -514 -32%
BHWM
784
Bar Harbor Wealth Management
New Hampshire
$379K -$43.5K -121 -10%
DIM
785
Delta Investment Management
California
$378K
SPC
786
Spirepoint Private Client
Florida
$378K
NDSI
787
Newman Dignan & Sheerar Inc
Rhode Island
$377K
SIG
788
Sargent Investment Group
Maryland
$373K -$23.4K -66 -6%
TCOO
789
Trust Company of Oklahoma
Oklahoma
$372K -$12.2K -34 -3%
BWM
790
BlackDiamond Wealth Management
New York
$372K -$20.5K -57 -5%
BHC
791
Bowen Hanes & Co
Florida
$372K
MLFP
792
MPS Loria Financial Planners
Illinois
$370K
SQA
793
Simon Quick Advisors
New Jersey
$368K +$17.2K +48 +5%
PWPS
794
Pinnacle Wealth Planning Services
Ohio
$368K -$206K -574 -36%
JWA
795
JFS Wealth Advisors
Pennsylvania
$368K
APG
796
Abacus Planning Group
South Carolina
$366K -$2.87K -8 -0.8%
DWM
797
Diversify Wealth Management
Utah
$365K +$43.7K +125 +14%
WA
798
Wealthstream Advisors
New York
$362K +$64.7K +180 +22%
SCA
799
Sandy Cove Advisors
Massachusetts
$361K +$12.2K +34 +4%
FFA
800
Farther Finance Advisors
California
$361K +$24.4K +68 +7%