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Aon
AON

Overview Fund Activity

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
15.65%
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

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$743M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$1.77B
3
First Trust Advisors
First Trust Advisors
Illinois
$193M
4
BlackRock
BlackRock
New York
$5.3B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.92B

Top Sellers

1
WCM Investment Management
WCM Investment Management
California
$732M
2
VAM
Veritas Asset Management
United Kingdom
$798M
3
SGA
Sustainable Growth Advisers
Connecticut
$813M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.17B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1151
Principia Wealth Advisory
Texas
$1.8K +$1.8K +5 New
NC
1152
NewSquare Capital
Pennsylvania
$1.8K +$1.8K +5 New
WWM
1153
Wolff Wiese Magana
California
$1.44K – – –
CA
1154
Continuum Advisory
Idaho
$1.44K – – –
BFPW
1155
BOK Financial Private Wealth
Colorado
$1.44K +$1.44K +4 New
CIA
1156
Cape Investment Advisory
Georgia
$1.44K +$1.44K +4 New
CYG
1157
Clean Yield Group
Vermont
$1.08K -$1.08K -3 -50%
PWA
1158
Provenance Wealth Advisors
Florida
$1.08K – – –
RTC
1159
Riverview Trust Company
Washington
$1.08K – – –
JFG
1160
JDM Financial Group
Texas
$1.08K – – –
CIM
1161
Contravisory Investment Management
Massachusetts
$1.08K +$1.08K +3 New
WA
1162
WestEnd Advisors
North Carolina
$718 – – –
CCMI
1163
Creative Capital Management Investments
California
$718 – – –
HC
1164
Hara Capital
Washington
$718 +$359 +1 +100%
CAWM
1165
Capital A Wealth Management
Pennsylvania
$718 +$718 +2 New
AWM
1166
Activest Wealth Management
Florida
$718 +$718 +2 New
PWM
1167
Parkworth Wealth Management
California
$718 +$718 +2 New
T
1168
Transce3nd
Texas
$718 +$718 +2 New
SMAM
1169
Sugar Maple Asset Management
Wisconsin
$718 +$718 +2 New
RAM
1170
Riggs Asset Management
Pennsylvania
$716 – – –
TWD
1171
True Wealth Design
Ohio
$697 +$697 +2 New
TCM
1172
Tradewinds Capital Management
Washington
$360 – – –
RS
1173
Rakuten Securities
Japan
$359 +$359 +1 New
Parallax Volatility Advisers
1174
Parallax Volatility Advisers
California
$359 +$359 +1 New
YDMI
1175
Y.D. More Investments
Israel
$264 +$153 +155 +137%
45 46
47
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