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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 %
CT
1101
Colonial Trust
South Carolina
$3.7K +$673 +2 +22%
HWM
1102
HighMark Wealth Management
Minnesota
$3.49K – – –
MA
1103
MCF Advisors
Kentucky
$3.46K – – –
SC
1104
SouthState Corp
Florida
$3.11K – – –
NMG
1105
New Millennium Group
Utah
$3.11K – – –
SIC
1106
SJS Investment Consulting
Ohio
$3.11K +$692 +2 +29%
TFM
1107
TFC Financial Management
Massachusetts
$2.77K – – –
FNWA
1108
Financial Network Wealth Advisors
Utah
$2.77K -$27K -78 -91%
CTB
1109
Country Trust Bank
Illinois
$2.77K – – –
HWP
1110
Highline Wealth Partners
California
$2.77K +$692 +2 +33%
KWAG
1111
Kiely Wealth Advisory Group
North Carolina
$2.71K – – –
CAC
1112
Core Alternative Capital
Georgia
$2.42K – – –
FCM
1113
Fourpath Capital Management
Oklahoma
$2.42K +$2.42K +7 New
WIM
1114
Westside Investment Management
California
$2.29K – – –
CPG
1115
Cornerstone Planning Group
New Jersey
$2.23K -$177K -477 -99%
CYG
1116
Clean Yield Group
Vermont
$2.08K -$15.6K -45 -88%
DF
1117
DecisionPoint Financial
Arizona
$1.73K – – –
NL
1118
NVWM LLC
Pennsylvania
$1.73K +$1.04K +3 +150%
CA
1119
Continuum Advisory
Idaho
$1.51K +$753 +2 +100%
WWM
1120
Wolff Wiese Magana
California
$1.38K – – –
RFS
1121
Richardson Financial Services
Massachusetts
$1.28K +$640 +2 +100%
RTC
1122
Riverview Trust Company
Washington
$1.04K -$23.5K -68 -96%
PWA
1123
Provenance Wealth Advisors
Florida
$1.04K – – –
JFG
1124
JDM Financial Group
Texas
$1.04K +$1.04K +3 New
VAMG
1125
Voisard Asset Management Group
Michigan
$1.04K +$1.04K +3 New
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45
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