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 %
BTI
801
Blue Trust Inc
Georgia
$337K -$99.8K -340 -23%
SAM
802
Smartleaf Asset Management
Massachusetts
$336K +$173K +497 +106%
SCA
803
Sandy Cove Advisors
Massachusetts
$336K -$358K -1,035 -52%
SMC
804
Smith, Moore & Co
Missouri
$335K
CPSAC
805
Chas P. Smith & Associates (CPS)
Florida
$334K -$346 -1 -0.1%
Empower Advisory Group
806
Empower Advisory Group
Colorado
$333K -$159K -459 -32%
EH
807
Equitable Holdings
New York
$331K +$331K +957 New
NEI
808
Northwest & Ethical Investments
Ontario, Canada
$330K +$330K +955 New
LFA
809
Legacy Financial Advisors
Kentucky
$330K +$13.5K +39 +4%
DWM
810
Diversify Wealth Management
Utah
$330K -$62.3K -174 -16%
CCA
811
Cobblestone Capital Advisors
New York
$329K +$1.04K +3 +0.3%
PCM
812
Penserra Capital Management
California
$325K +$4.84K +14 +2%
GWMR
813
GC Wealth Management RIA
Massachusetts
$325K -$17.3K -50 -5%
FFA
814
Farther Finance Advisors
California
$324K +$53.3K +154 +20%
WWC
815
Waypoint Wealth Counsel
Georgia
$321K +$11.1K +32 +4%
ECM
816
Evergreen Capital Management
Washington
$321K
ATC
817
Argent Trust Co
Tennessee
$320K -$10.7K -31 -3%
TAM
818
Todd Asset Management
Kentucky
$319K -$2.08K -6 -0.6%
ST
819
Sabal Trust
Florida
$318K
PTB
820
Pioneer Trust Bank
Oregon
$318K
AT
821
American Trust
Kentucky
$317K +$7.96K +23 +3%
MCM
822
Mainstay Capital Management
Michigan
$317K
FFM
823
Forum Financial Management
Illinois
$315K
PCP
824
Proficio Capital Partners
Massachusetts
$314K -$34.6K -100 -10%
FMLI
825
Fukoku Mutual Life Insurance
Japan
$312K