AON icon

Aon
AON

Overview Fund Activity

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

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$345M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$225M
3
First Trust Advisors
First Trust Advisors
Illinois
+$189M
4
BlackRock
BlackRock
New York
+$180M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
-$515M
2
VAM
Veritas Asset Management
United Kingdom
-$284M
3
SGA
Sustainable Growth Advisers
Connecticut
-$202M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$197M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
901
WMS Partners
Maryland
$250K -$8.62K -24 -3%
MAM
902
McLean Asset Management
Virginia
$250K -$28K -78 -10%
RWP
903
RWA Wealth Partners
Massachusetts
$250K +$250K +695 New
MAA
904
Matrix Asset Advisors
New York
$248K +$248K +691 New
AFT
905
Alpha Family Trust
California
$248K – – –
CNBOF
906
City National Bank of Florida
Florida
$247K +$247K +689 New
GGA
907
Granite Group Advisors
Connecticut
$247K -$107K -297 -30%
CA
908
Cornerstone Advisory
Maryland
$247K +$16.6K +43 +7%
NC
909
NovaPoint Capital
Georgia
$246K – – –
EWA
910
EverSource Wealth Advisors
Alabama
$245K +$5.03K +14 +2%
IAN
911
Integrated Advisors Network
Texas
$243K -$20.5K -57 -8%
HWA
912
HCR Wealth Advisors
California
$243K +$359 +1 +0.1%
CFG
913
Carr Financial Group
Massachusetts
$243K – – –
DA
914
Dover Advisors
Virginia
$242K – – –
GS
915
GWN Securities
Florida
$242K +$242K +655 New
EWM
916
Empirical Wealth Management
Washington
$242K +$11.9K +33 +5%
ADL
917
Asset Dedication LLC
California
$241K -$79.4K -221 -25%
SEIA
918
Signature Estate & Investment Advisors
California
$238K +$1.8K +5 +0.8%
FFA
919
Fragasso Financial Advisors
Pennsylvania
$238K +$6.11K +17 +3%
CI Investments Inc
920
CI Investments Inc
Ontario, Canada
$238K -$48.8K -136 -17%
WI
921
WrapManager Inc
California
$237K -$41.3K -115 -15%
HFS
922
Hopwood Financial Services
Virginia
$237K +$237K +660 New
DWA
923
Dougherty Wealth Advisers
Minnesota
$237K – – –
EL
924
Essex LLC
Illinois
$236K – – –
NG
925
Norden Group
Utah
$236K +$25.5K +71 +12%
35 36
37
38 39