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
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
926
Carolina Wealth Advisors
South Carolina
$156K
CC
927
Cultivar Capital
Texas
$149K +$149K +509 New
AA
928
Addison Advisors
Vermont
$147K
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$146K +$5.58K +19 +4%
ST
930
Smithfield Trust
Pennsylvania
$145K -$9.9K -34 -6%
GI
931
GAMMA Investing
California
$144K +$24.1K +82 +20%
MAM
932
Magellan Asset Management
Australia
$144K +$46.1K +157 +47%
FFL
933
Financial Freedom LLC
Ohio
$144K
CAL
934
Capital Analysts LLC
Pennsylvania
$141K -$26.8K -91 -16%
IWA
935
Icon Wealth Advisors
Texas
$139K
SAM
936
Smartleaf Asset Management
Massachusetts
$137K +$24.4K +83 +22%
GLR
937
Great Lakes Retirement
Ohio
$137K +$137K +466 New
IA
938
IFP Advisors
Florida
$136K -$10.9K -37 -7%
SIC
939
Salem Investment Counselors
North Carolina
$122K
SWM
940
Spire Wealth Management
Virginia
$120K -$2.64K -9 -2%
TCOV
941
Trust Company of Vermont
Vermont
$118K
OC
942
Oakworth Capital
Alabama
$118K +$54.9K +187 +87%
OP
943
ORG Partners
Indiana
$118K +$118K +401 New
HCP
944
Hexagon Capital Partners
Arkansas
$116K +$6.75K +23 +6%
NS
945
NBC Securities
Alabama
$115K -$582 -2 -0.5%
CFO
946
CVA Family Office
Colorado
$101K +$5.28K +18 +6%
QL
947
Quarry LP
New York
$101K +$101K +344 New
DCP
948
DSM Capital Partners
Florida
$100K +$47K +160 +88%
HB
949
Horizon Bancorp
Indiana
$100K -$7.35K -25 -7%
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.6K +$46.4K +158 +92%