1,100 hedge funds and large institutions have $55.2B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 390 increasing their positions, 373 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+25
Holders Change %
+2.33%
% of All Funds
16%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
390
Reduced
373
Closed
95
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
826
Legacy Financial Advisors
Kentucky
$268K -$11.2K -38 -4%
FFM
827
Forum Financial Management
Illinois
$267K -$137K -466 -34%
PC
828
Port Capital
Illinois
$265K +$8.53K +29 +3%
FMLI
829
Fukoku Mutual Life Insurance
Japan
$265K -$21.4K -73 -7%
RFO
830
RiverGlades Family Offices
Florida
$264K +$16.1K +55 +7%
WIA
831
Westbourne Investment Advisors
Maryland
$264K
WWC
832
Waypoint Wealth Counsel
Georgia
$263K +$2.64K +9 +1%
AT
833
American Trust
Kentucky
$262K -$76K -259 -22%
TPWA
834
TRUE Private Wealth Advisors
Oregon
$262K +$3.23K +11 +1%
QWM
835
Quadcap Wealth Management
Texas
$261K +$261K +890 New
RPGK
836
Retirement Planning Group (Kansas)
Kansas
$261K
HW
837
Hancock Whitney
Mississippi
$260K -$14.4K -49 -5%
FRM
838
Fox Run Management
Connecticut
$259K +$259K +882 New
IAA
839
Independent Advisor Alliance
North Carolina
$257K +$57K +194 +29%
GA
840
Greenspring Advisors
Maryland
$255K
CWG
841
Cornerstone Wealth Group
North Carolina
$255K +$12K +41 +5%
KBFS
842
Kohmann Bosshard Financial Services
Ohio
$252K
VWM
843
Valley Wealth Managers
New Jersey
$252K -$22.6K -77 -8%
NA
844
Navellier & Associates
Nevada
$251K
EI
845
Ellevest Inc
New York
$251K -$38.2K -130 -13%
CFFP
846
Center for Financial Planning
Michigan
$250K
VVP
847
Venture Visionary Partners
Ohio
$250K
EP
848
Edgestream Partners
New Jersey
$245K -$552K -1,880 -69%
FT
849
Fiduciary Trust
Massachusetts
$245K +$15K +51 +7%
EB
850
Exchange Bank
California
$244K -$10.9K -37 -4%