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 %
FAM
876
Flaharty Asset Management
Florida
$276K
MWM
877
Maripau Wealth Management
Indiana
$275K +$275K +766 New
DFG
878
Dynamic Financial Group
Iowa
$274K +$274K +762 New
QWM
879
Quadcap Wealth Management
Texas
$273K -$45.6K -127 -14%
NWAG
880
Net Worth Advisory Group
Utah
$273K -$7.55K -21 -3%
GWMIA
881
Global Wealth Management Investment Advisory
Florida
$272K
GPA
882
Garrison Point Advisors
California
$270K +$270K +753 New
PIM
883
Penobscot Investment Management
Massachusetts
$268K
NCM
884
New Capital Management
Texas
$266K
EFG
885
Everhart Financial Group
Ohio
$266K +$26.6K +74 +11%
WGC
886
Watts Gwilliam & Co
Arizona
$266K
LGW
887
Leslie Global Wealth
Illinois
$265K +$2.16K +6 +0.8%
OWA
888
One Wealth Advisors
California
$265K +$32K +89 +14%
LSA
889
Lansing Street Advisors
Pennsylvania
$264K +$53.9K +150 +26%
TNA
890
True North Advisors
Texas
$263K +$32.7K +91 +14%
GLA
891
Great Lakes Advisors
Illinois
$262K -$6.11K -17 -2%
VVP
892
Venture Visionary Partners
Ohio
$261K
RWA
893
River Wealth Advisors
Pennsylvania
$261K +$359 +1 +0.1%
ACM
894
Andina Capital Management
Utah
$260K -$19.4K -54 -7%
MSR
895
Main Street Research
Connecticut
$259K
CNB
896
Camden National Bank
Maine
$256K +$5.03K +14 +2%
CG
897
Clifford Group
Massachusetts
$255K
AA
898
Alta Advisers
United Kingdom
$255K +$39.5K +110 +18%
FWA
899
FSM Wealth Advisors
Ohio
$251K +$14.4K +39 +6%
BEI
900
Benjamin Edwards Inc
Missouri
$251K +$18K +50 +8%