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 %
LFA
826
Legacy Financial Advisors
Kentucky
$331K -$11.5K -32 -3%
ST
827
Sabal Trust
Florida
$330K
PTB
828
Pioneer Trust Bank
Oregon
$330K
BCM
829
Brookstone Capital Management
Illinois
$329K -$23.7K -66 -7%
CIA
830
Choate Investment Advisors
Massachusetts
$329K +$29.5K +82 +10%
EI
831
Ellevest Inc
New York
$327K +$3.95K +11 +1%
FMLI
832
Fukoku Mutual Life Insurance
Japan
$324K
BIM
833
Baldwin Investment Management
Pennsylvania
$323K -$180K -500 -36%
RFO
834
RiverGlades Family Offices
Florida
$323K
WIA
835
Westbourne Investment Advisors
Maryland
$323K
CFG
836
Cooper Financial Group
California
$323K -$551K -1,534 -63%
CPIG
837
Chicago Partners Investment Group
Illinois
$322K +$109K +310 +51%
RPGK
838
Retirement Planning Group (Kansas)
Kansas
$320K +$1.08K +3 +0.3%
GWMR
839
GC Wealth Management RIA
Massachusetts
$320K -$16.9K -47 -5%
CWG
840
Cornerstone Wealth Group
North Carolina
$319K +$1.8K +5 +0.6%
VHAM
841
Van Hulzen Asset Management
California
$316K -$13.7M -38,101 -98%
NPF
842
Norris Perne & French
Michigan
$316K -$68.2K -190 -18%
TWM
843
Tanager Wealth Management
United Kingdom
$316K -$181K -504 -36%
GA
844
Greenspring Advisors
Maryland
$312K
TPWA
845
TRUE Private Wealth Advisors
Oregon
$310K -$5.03K -14 -2%
AC
846
ASB Consultores
Florida
$310K +$14K +39 +5%
FCC
847
Flower City Capital
New York
$309K
KBFS
848
Kohmann Bosshard Financial Services
Ohio
$309K
GVAG
849
Great Valley Advisor Group
Delaware
$308K +$8.99K +25 +3%
PA
850
Pinnacle Associates
New York
$306K -$193K -537 -39%