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 %
PP
851
PDS Planning
Ohio
$306K +$6.47K +18 +2%
GIA
852
Guyasuta Investment Advisors
Pennsylvania
$305K
NP
853
Nilsine Partners
Colorado
$305K +$2.87K +8 +1%
BWS
854
Broadway Wealth Solutions
Texas
$300K +$300K +835 New
EB
855
Exchange Bank
California
$299K +$359 +1 +0.1%
CG
856
Cynosure Group
Utah
$298K -$110K -307 -27%
HIIFS
857
Harel Insurance Investments & Financial Services
Israel
$297K +$297K +828 New
FTUS
858
Flow Traders U.S.
New York
$296K +$296K +824 New
HWA
859
Heritage Wealth Advisors
Virginia
$295K +$1.08K +3 +0.4%
TSS
860
Two Sigma Securities
New York
$295K +$295K +821 New
WF
861
Welch & Forbes
Massachusetts
$293K +$718 +2 +0.2%
AO
862
Advisor OS
Illinois
$291K -$83.3K -232 -22%
LAM
863
L2 Asset Management
Massachusetts
$291K +$11.1K +31 +4%
CIS
864
Connors Investor Services
Pennsylvania
$287K
IA
865
Inspire Advisors
Idaho
$286K
SAW
866
Signal Advisors Wealth
Michigan
$284K +$14.7K +41 +5%
BTI
867
Blue Trust Inc
Georgia
$284K -$129K -358 -31%
AWM
868
AE Wealth Management
Kansas
$283K -$12.6K -35 -4%
IC
869
Iconiq Capital
California
$282K +$282K +786 New
GPW
870
Genesis Private Wealth
Virginia
$281K +$281K +783 New
DAS
871
Diversify Advisory Services
Utah
$280K +$280K +802 New
IB
872
Intrust Bank
Kansas
$280K +$32K +89 +13%
KP
873
Keel Point
Alabama
$280K +$13.7K +38 +5%
HFS
874
Horizon Financial Services
North Carolina
$278K
FNBOH
875
First National Bank of Hutchinson
Kansas
$276K -$1.08K -3 -0.4%