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 %
FPFS
1026
First Personal Financial Services
North Carolina
$37K +$37K +107 New
FFA
1027
Frazier Financial Advisors
Ohio
$36.7K
CWC
1028
Carolinas Wealth Consulting
North Carolina
$36.7K +$2.08K +6 +6%
BIA
1029
Bell Investment Advisors
California
$36K +$692 +2 +2%
CT
1030
Coastline Trust
Rhode Island
$35.3K -$249K -720 -88%
GBT
1031
Grove Bank & Trust
Florida
$34.9K -$76.1K -220 -69%
ACM
1032
Accent Capital Management
Ohio
$34.9K
AIM
1033
Anchor Investment Management
South Carolina
$34.9K +$32.2K +93 +1,163%
GKIM
1034
GW&K Investment Management
Massachusetts
$34K +$8.24K +24 +32%
LI
1035
Louisbourg Investments
New Brunswick, Canada
$32.2K
MFG
1036
Mendota Financial Group
Wisconsin
$30.8K +$6.57K +19 +27%
WTA
1037
Washington Trust Advisors
Massachusetts
$30.1K
SSB
1038
Sandy Spring Bank
Maryland
$30.1K
EWP
1039
Elevation Wealth Partners
California
$29.1K
C
1040
Covestor
United Kingdom
$28K +$691 +2 +3%
RCM
1041
Raleigh Capital Management
North Carolina
$26.6K +$7.61K +22 +40%
PCMC
1042
Planning Capital Management Corporation
Pennsylvania
$26K -$10K -29 -28%
CAL
1043
Capital Advisors Ltd
Ohio
$25K +$347 +1 +1%
SWA
1044
SOA Wealth Advisors
New York
$24.2K
USB
1045
Union Savings Bank
Connecticut
$23.9K +$1.73K +5 +8%
RWA
1046
Redmont Wealth Advisors
Illinois
$22.1K
PB
1047
Pinnacle Bancorp
Nebraska
$21.8K
S
1048
Sachetta
Massachusetts
$21.1K
MAM
1049
Meeder Asset Management
Ohio
$19.7K
DJSG
1050
D.J. St. Germain
Massachusetts
$19.7K