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 %
KIM
1051
Kestra Investment Management
Texas
$39.3K +$39.3K +110 New
CWM
1052
Centricity Wealth Management
Ohio
$38.8K +$38.8K +108 New
GKIM
1053
GW&K Investment Management
Massachusetts
$38K +$2.17K +6 +6%
FFA
1054
Frazier Financial Advisors
Ohio
$37.9K
BIA
1055
Bell Investment Advisors
California
$37.4K
C
1056
Covestor
United Kingdom
$37K +$7.62K +21 +26%
EWP
1057
Elevation Wealth Partners
California
$36.6K +$6.47K +18 +21%
MEG
1058
Millstone Evans Group
Colorado
$32.3K +$32.3K +90 New
SSB
1059
Sandy Spring Bank
Maryland
$31.2K
RFS
1060
Richardson Financial Services
Massachusetts
$30.4K +$29K +81 +2,025%
CAL
1061
Capital Advisors Ltd
Ohio
$30K +$3.98K +11 +15%
EPW
1062
Endeavor Private Wealth
Kansas
$29.5K +$29.5K +82 New
RCM
1063
Raleigh Capital Management
North Carolina
$28.7K +$1.08K +3 +4%
AIM
1064
Anchor Investment Management
South Carolina
$28.7K -$7.54K -21 -21%
SWA
1065
SOA Wealth Advisors
New York
$25.1K
USB
1066
Union Savings Bank
Connecticut
$24.8K
WTA
1067
Washington Trust Advisors
Massachusetts
$21.2K -$10.1K -28 -32%
PB
1068
Pinnacle Bancorp
Nebraska
$20.8K -$1.8K -5 -8%
DJSG
1069
D.J. St. Germain
Massachusetts
$20.5K
PSFG
1070
Park Square Financial Group
Georgia
$20.5K +$20.5K +57 New
HWA
1071
HHM Wealth Advisors
Tennessee
$19K +$2.88K +8 +18%
MAM
1072
Meeder Asset Management
Ohio
$19K -$1.44K -4 -7%
SIA
1073
Sit Investment Associates
Minnesota
$19K
RDFA
1074
Ritter Daniher Financial Advisory
Ohio
$18.7K
OC
1075
Oarsman Capital
Wisconsin
$18K