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 %
RTC
1001
Riverview Trust Company
Washington
$20.8K
SWA
1002
SOA Wealth Advisors
New York
$20.6K -$1.17K -4 -5%
MFG
1003
Mendota Financial Group
Wisconsin
$20.6K
S
1004
Sachetta
Massachusetts
$20.1K +$2.63K +8 +15%
RWA
1005
Redmont Wealth Advisors
Illinois
$18.8K
USB
1006
Union Savings Bank
Connecticut
$18.8K
PB
1007
Pinnacle Bancorp
Nebraska
$18.5K +$5.58K +19 +43%
RFG
1008
RFP Financial Group
Georgia
$18.2K
UWS
1009
Unique Wealth Strategies
Illinois
$17.8K +$17.8K +53 New
DJSG
1010
D.J. St. Germain
Massachusetts
$16.7K
MAM
1011
Meeder Asset Management
Ohio
$16.7K +$3.23K +11 +24%
CCM
1012
Chilton Capital Management
Texas
$16.4K +$8.51K +29 +107%
RCM
1013
Raleigh Capital Management
North Carolina
$16.1K +$2.64K +9 +20%
SIA
1014
Sit Investment Associates
Minnesota
$16K
BWP
1015
Baldwin Wealth Partners
Massachusetts
$15.6K -$2.94K -10 -16%
RDFA
1016
Ritter Daniher Financial Advisory
Ohio
$15.3K -$5.29K -18 -26%
CYG
1017
Clean Yield Group
Vermont
$15K
RFA
1018
Register Financial Advisors
Georgia
$14.7K
TIM
1019
Tortoise Investment Management
New York
$13.8K
AP
1020
Aspect Partners
Virginia
$13.5K
BONH
1021
Bank of New Hampshire
New Hampshire
$13.2K -$1.17K -4 -8%
ME
1022
McIlrath & Eck
Washington
$12.3K
JWM
1023
Janiczek Wealth Management
Colorado
$11.7K -$881 -3 -7%
GWSG
1024
GPS Wealth Strategies Group
Colorado
$11K
CA
1025
Crewe Advisors
Utah
$10.9K