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 %
RFO
826
RiverGlades Family Offices
Florida
$311K
CFM
827
Catalyst Funds Management
Australia
$311K +$311K +900 New
EI
828
Ellevest Inc
New York
$311K +$15.6K +45 +5%
WIA
829
Westbourne Investment Advisors
Maryland
$311K
AGP
830
Autumn Glory Partners
Texas
$311K +$311K +891 New
ADL
831
Asset Dedication LLC
California
$309K +$23.9K +69 +8%
RPGK
832
Retirement Planning Group (Kansas)
Kansas
$308K
QWM
833
Quadcap Wealth Management
Texas
$307K -$692 -2 -0.2%
HW
834
Hancock Whitney
Mississippi
$307K
VWM
835
Valley Wealth Managers
New Jersey
$307K +$9.69K +28 +3%
SCM
836
Sterling Capital Management
North Carolina
$307K +$307K +886 New
CWG
837
Cornerstone Wealth Group
North Carolina
$306K +$5.54K +16 +2%
GI
838
GAMMA Investing
California
$304K +$134K +388 +79%
TPWA
839
TRUE Private Wealth Advisors
Oregon
$304K -$4.85K -14 -2%
QI
840
Qtron Investments
Massachusetts
$303K +$303K +877 New
BRWA
841
B. Riley Wealth Advisors
Florida
$302K +$58.8K +170 +24%
GA
842
Greenspring Advisors
Maryland
$301K
IAA
843
Independent Advisor Alliance
North Carolina
$299K -$3.11K -9 -1%
FCC
844
Flower City Capital
New York
$298K +$298K +860 New
KBFS
845
Kohmann Bosshard Financial Services
Ohio
$297K
NA
846
Navellier & Associates
Nevada
$296K
TPI
847
Trust Point Inc
Wisconsin
$294K +$12.8K +37 +5%
GIA
848
Guyasuta Investment Advisors
Pennsylvania
$294K +$294K +850 New
FT
849
Fiduciary Trust
Massachusetts
$293K +$4.15K +12 +1%
NP
850
Nilsine Partners
Colorado
$291K -$39.1K -113 -12%