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 %
PNC
901
Park National Corp
Ohio
$243K
KWM
902
Kolinsky Wealth Management
New Jersey
$243K +$2.42K +7 +1%
MCM
903
Marathon Capital Management
Maryland
$242K
CNB
904
Camden National Bank
Maine
$242K +$242K +700 New
AAP
905
Arax Advisory Partners
Colorado
$241K +$4.5K +13 +2%
TWA
906
TCI Wealth Advisors
Arizona
$240K +$240K +694 New
IB
907
Intrust Bank
Kansas
$239K +$239K +691 New
AFT
908
Alpha Family Trust
California
$239K
NC
909
NovaPoint Capital
Georgia
$237K
CFG
910
Carr Financial Group
Massachusetts
$234K +$234K +676 New
HWA
911
HCR Wealth Advisors
California
$234K +$234K +676 New
DA
912
Dover Advisors
Virginia
$234K +$234K +675 New
EWA
913
EverSource Wealth Advisors
Alabama
$231K -$63.7K -184 -22%
EFG
914
Everhart Financial Group
Ohio
$231K +$231K +667 New
CC
915
Centiva Capital
New York
$229K +$229K +661 New
DWA
916
Dougherty Wealth Advisers
Minnesota
$228K
SEIA
917
Signature Estate & Investment Advisors
California
$228K +$228K +659 New
SW
918
Simplicity Wealth
New Jersey
$228K -$3.28M -9,475 -94%
EL
919
Essex LLC
Illinois
$228K +$228K +658 New
AAS
920
Ameritas Advisory Services
Nebraska
$227K +$227K +658 New
FFA
921
Fairfield Financial Advisors
Massachusetts
$227K
CFFP
922
Center for Financial Planning
Michigan
$226K -$69.2K -200 -23%
RFG
923
REAP Financial Group
Texas
$226K +$346 +1 +0.2%
UPS
924
UHLMANN PRICE SECURITIES
Illinois
$225K +$225K +651 New
PP
925
Paloma Partners
Connecticut
$225K -$126K -364 -36%