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 %
NB
801
Nicolet Bankshares
Wisconsin
$359K -$1.35M -3,750 -79%
WC
802
Wexford Capital
Florida
$359K -$35.9K -100 -9%
OIA
803
Optimum Investment Advisors
Illinois
$359K
MA
804
Montag & Associates
Georgia
$359K +$359K +1,000 New
VT
805
Vise Technologies
New York
$356K +$75.4K +210 +27%
JWCA
806
J.W. Cole Advisors
Florida
$356K +$4.31K +12 +1%
CP
807
Creekside Partners
California
$353K
IP
808
Intellectus Partners
California
$353K -$3.59K -10 -1%
AC
809
Avestar Capital
New York
$352K +$50.3K +140 +17%
Empower Advisory Group
810
Empower Advisory Group
Colorado
$349K +$3.23K +9 +0.9%
SMC
811
Smith, Moore & Co
Missouri
$348K
GM
812
GeoWealth Management
Illinois
$347K -$30.2K -84 -8%
CPSAC
813
Chas P. Smith & Associates (CPS)
Florida
$347K
EH
814
Equitable Holdings
New York
$347K +$2.87K +8 +0.8%
CCA
815
Cobblestone Capital Advisors
New York
$342K
FFM
816
Forum Financial Management
Illinois
$341K +$14.4K +40 +4%
TPA
817
Trivium Point Advisory
Connecticut
$341K +$341K +949 New
TPI
818
Trust Point Inc
Wisconsin
$340K +$34.5K +96 +11%
MS
819
Maven Securities
Jersey
$338K -$199K -553 -37%
FT
820
Fiduciary Trust
Massachusetts
$338K +$34.1K +95 +11%
WWC
821
Waypoint Wealth Counsel
Georgia
$335K +$2.51K +7 +0.8%
ECM
822
Evergreen Capital Management
Washington
$333K +$359 +1 +0.1%
ATC
823
Argent Trust Co
Tennessee
$332K
BAM
824
Belpointe Asset Management
Nevada
$332K -$15.8K -46 -5%
TAM
825
Todd Asset Management
Kentucky
$331K