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Aon
AON

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.72B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$336M
3
VAM
Veritas Asset Management
United Kingdom
$1.04B
4
UBS AM
UBS AM
Illinois
$363M
5
Viking Global Investors
Viking Global Investors
Connecticut
$195M

Top Sellers

1
BlackRock
BlackRock
New York
$4.93B
2
Principal Financial Group
Principal Financial Group
Iowa
$88M
3
Lazard Asset Management
Lazard Asset Management
New York
$923M
4
SPC
Stone Point Capital
Connecticut
$0
5
IFP
Independent Franchise Partners
United Kingdom
$682M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1051
Tortoise Investment Management
New York
$19K +$2.77K +8 +17%
SIA
1052
Sit Investment Associates
Minnesota
$19K – – –
JIP
1053
Jaffetilchin Investment Partners
Florida
$18.9K +$18.9K +55 New
RDFA
1054
Ritter Daniher Financial Advisory
Ohio
$18K – – –
OC
1055
Oarsman Capital
Wisconsin
$17.3K +$17.3K +50 New
AP
1056
Aspect Partners
Virginia
$15.9K – – –
HWA
1057
HHM Wealth Advisors
Tennessee
$15.6K +$4.15K +12 +36%
BONH
1058
Bank of New Hampshire
New Hampshire
$15.6K – – –
ME
1059
McIlrath & Eck
Washington
$14.5K – – –
GWSG
1060
GPS Wealth Strategies Group
Colorado
$14K +$1.05K +3 +8%
VNA
1061
Valley National Advisers
Pennsylvania
$14K -$10.7K -32 -43%
MTC
1062
Matrix Trust Company
Colorado
$14K +$14K +41 New
CA
1063
Crewe Advisors
Utah
$13.5K +$692 +2 +5%
FMP
1064
Financial Management Professionals
Texas
$13K +$2.81K +8 +28%
QC
1065
Quent Capital
New York
$12.5K – – –
CTWM
1066
Cherry Tree Wealth Management
Minnesota
$11.4K – – –
CA
1067
CoreCap Advisors
Michigan
$11.1K – – –
FFO
1068
Fortitude Family Office
Arizona
$11.1K – – –
AWM
1069
Abound Wealth Management
Tennessee
$10.7K +$2.08K +6 +24%
AFG
1070
Albion Financial Group
Utah
$10.7K – – –
OA
1071
Operose Advisors
Wisconsin
$10.4K – – –
CCM
1072
Chilton Capital Management
Texas
$10K -$9.34K -27 -48%
FCA
1073
FinTrust Capital Advisors
South Carolina
$10K – – –
AAG
1074
Armstrong Advisory Group
Massachusetts
$9.69K +$9.69K +28 New
CPA
1075
Capital Performance Advisors
California
$9.38K +$9.38K +27 New
41 42
43
44 45