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
Name Holding Trade Value Shares
Change
Shares
Change %
AGC
926
Aspen Grove Capital
Colorado
$235K -$56K -156 -19%
SF
927
Summit Financial
New Jersey
$235K +$15.8K +44 +7%
AW
928
Alteri Wealth
California
$235K +$235K +654 New
RFG
929
REAP Financial Group
Texas
$235K +$359 +1 +0.2%
AA
930
Armis Advisers
Georgia
$235K +$235K +653 New
CFFP
931
Center for Financial Planning
Michigan
$235K
UPS
932
UHLMANN PRICE SECURITIES
Illinois
$234K
GCM
933
Goldstream Capital Management
Hong Kong
$233K -$217K -605 -48%
SW
934
Simplicity Wealth
New Jersey
$233K -$3.59K -10 -2%
KWM
935
Kingsview Wealth Management
Oregon
$232K +$232K +645 New
AT
936
American Trust
Kentucky
$231K -$98.4K -274 -30%
CFGW
937
Chancellor Financial Group WB
Pennsylvania
$231K +$231K +642 New
BRWA
938
B. Riley Wealth Advisors
Florida
$229K -$84.1K -234 -27%
SI
939
Seeds Investor
New York
$228K +$7.55K +21 +3%
WA
940
Waddell & Associates
Tennessee
$226K
WBC
941
Westpac Banking Corp
Australia
$226K -$34.5K -96 -13%
SWK
942
Stephen W. Kidder
$224K
HTHT
943
Hemenway Trust Hemenway Trust
New Hampshire
$224K +$8.62K +24 +4%
LAM
944
Longboard Asset Management
Arizona
$224K +$224K +624 New
PC
945
Port Capital
Illinois
$222K -$5.38K -15 -2%
CBTWT
946
Community Bank & Trust (Waco, Texas)
Texas
$222K +$222K +618 New
JSAM
947
J. Safra Asset Management
New York
$221K
NFC
948
Northeast Financial Consultants
Connecticut
$219K
KIA
949
KCM Investment Advisors
California
$219K
MP
950
McDonald Partners
Ohio
$218K