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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 %
OPPS
976
Obsidian Personal Planning Solutions
Maryland
$206K – – –
DOA
977
D'Orazio & Associates
Virginia
$206K +$206K +573 New
MW
978
Marcum Wealth
Ohio
$204K +$204K +567 New
HNB
979
Hilltop National Bank
Wyoming
$200K +$46K +128 +30%
CWA
980
Carolina Wealth Advisors
South Carolina
$200K – – –
NI
981
Natural Investments
California
$200K +$200K +559 New
HNW
982
High Note Wealth
Minnesota
$194K +$194K +540 New
AAP
983
Arax Advisory Partners
Colorado
$190K -$60.3K -168 -24%
ANBT
984
American National Bank & Trust
Texas
$185K +$22.3K +62 +14%
AGWCA
985
Annis Gardner Whiting Capital Advisors
Florida
$184K +$2.16K +6 +1%
FHA
986
First Horizon Advisors
Tennessee
$181K +$45.3K +126 +33%
AA
987
Addison Advisors
Vermont
$180K – – –
ST
988
Smithfield Trust
Pennsylvania
$177K – – –
FFL
989
Financial Freedom LLC
Ohio
$177K – – –
CAL
990
Capital Analysts LLC
Pennsylvania
$172K – – –
LI
991
LRI Investments
Florida
$169K +$3.59K +10 +2%
TSMHT
992
Thurston Springer Miller Herd & Titak
Indiana
$155K +$36.6K +102 +31%
GWM
993
Geneos Wealth Management
Colorado
$154K +$1.08K +3 +0.7%
SWM
994
Spire Wealth Management
Virginia
$153K +$5.03K +14 +3%
IWA
995
Icon Wealth Advisors
Texas
$152K – – –
MCM
996
Manchester Capital Management
Vermont
$150K – – –
SIC
997
Salem Investment Counselors
North Carolina
$149K – – –
CFO
998
CVA Family Office
Colorado
$145K +$10.8K +30 +8%
OC
999
Oakworth Capital
Alabama
$144K – – –
TFA
1000
Transamerica Financial Advisors
Florida
$136K +$136K +378 New
38 39
40
41 42