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 %
BEI
926
Benjamin Edwards Inc
Missouri
$224K +$224K +647 New
OWA
927
One Wealth Advisors
California
$224K
FFA
928
Fragasso Financial Advisors
Pennsylvania
$224K +$224K +647 New
FWA
929
FSM Wealth Advisors
Ohio
$222K +$222K +643 New
TNA
930
True North Advisors
Texas
$221K -$25.3K -73 -10%
EWM
931
Empirical Wealth Management
Washington
$221K +$221K +640 New
VCP
932
Verus Capital Partners
Arizona
$220K +$220K +635 New
PC
933
Port Capital
Illinois
$219K -$92.2K -267 -30%
WA
934
Waddell & Associates
Tennessee
$218K +$218K +629 New
SWK
935
Stephen W. Kidder
$216K +$216K +625 New
CPIG
936
Chicago Partners Investment Group
Illinois
$216K -$2.51K -7 -1%
GWM
937
Gitterman Wealth Management
New Jersey
$215K +$215K +622 New
JSAM
938
J. Safra Asset Management
New York
$215K
S
939
Sunpointe
Missouri
$212K +$212K +613 New
BCA
940
Bay Colony Advisors
Massachusetts
$212K +$212K +613 New
SI
941
Seeds Investor
New York
$212K +$212K +612 New
SF
942
Summit Financial
New Jersey
$211K +$211K +611 New
NFC
943
Northeast Financial Consultants
Connecticut
$211K +$211K +610 New
1WA
944
180 Wealth Advisors
Washington
$211K +$211K +609 New
KIA
945
KCM Investment Advisors
California
$211K +$211K +609 New
MP
946
McDonald Partners
Ohio
$210K +$210K +608 New
IAIM
947
International Assets Investment Management
Florida
$210K +$210K +261,870 New
FHA
948
Flagship Harbor Advisors
Massachusetts
$209K +$209K +604 New
RT
949
Rockland Trust
Massachusetts
$208K +$208K +602 New
PA
950
Procyon Advisors
Connecticut
$208K -$281K -811 -58%