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Aon
AON

Overview Fund Activity

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

Top Buyers

1
HIP
HPS Investment Partners
New York
$1.27B
2
Capital World Investors
Capital World Investors
California
$3.53B
3
VAM
Veritas Asset Management
United Kingdom
$624M
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.67B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$762M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$646M
2
UBS AM
UBS AM
Illinois
$70.9M
3
WCM Investment Management
WCM Investment Management
California
$1.02B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$563M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
901
Clifford Group
Massachusetts
$209K – – –
LA
902
LVW Advisors
New York
$208K -$135K -459 -39%
PNC
903
Park National Corp
Ohio
$206K -$54.6K -186 -21%
PS
904
Principal Securities
Iowa
$206K -$12K -41 -6%
BRWA
905
B. Riley Wealth Advisors
Florida
$206K -$267K -910 -56%
MCM
906
Marathon Capital Management
Maryland
$206K – – –
KWM
907
Kolinsky Wealth Management
New Jersey
$204K +$25.8K +88 +14%
MAA
908
Matrix Asset Advisors
New York
$203K +$203K +691 New
AFT
909
Alpha Family Trust
California
$203K +$203K +690 New
NC
910
NovaPoint Capital
Georgia
$201K – – –
AAP
911
Arax Advisory Partners
Colorado
$201K -$36.4K -124 -15%
CPIG
912
Chicago Partners Investment Group
Illinois
$201K +$201K +610 New
DWA
913
Dougherty Wealth Advisers
Minnesota
$193K – – –
FFA
914
Fairfield Financial Advisors
Massachusetts
$193K +$193K +657 New
RFG
915
REAP Financial Group
Texas
$191K +$587 +2 +0.3%
MCM
916
Manchester Capital Management
Vermont
$185K -$881 -3 -0.5%
ANBT
917
American National Bank & Trust
Texas
$182K +$80.1K +273 +78%
JSAM
918
J. Safra Asset Management
New York
$181K – – –
CTA
919
Colonial Trust Advisors
South Carolina
$176K -$12K -41 -6%
AA
920
Alta Advisers
United Kingdom
$176K – – –
BFEC
921
Benjamin F. Edwards & Company
Missouri
$174K -$52.9K -180 -23%
CH
922
Cromwell Holdings
Wyoming
$173K +$173K +588 New
CPG
923
Cornerstone Planning Group
New Jersey
$159K +$159K +480 +16,000%
OWA
924
Opal Wealth Advisors
New York
$159K +$159K +541 New
AGWCA
925
Annis Gardner Whiting Capital Advisors
Florida
$157K -$4.99K -17 -3%
35 36
37
38 39