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1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
326
Vanguard Personalized Indexing Management
California
$5.04M +$740K +2,387 +19%
TI
327
Tidal Investments
Wisconsin
$4.98M +$1.44M +4,642 +45%
Rockefeller Capital Management
328
Rockefeller Capital Management
New York
$4.93M -$486K -1,567 -10%
Nordea Investment Management
329
Nordea Investment Management
Sweden
$4.92M +$137K +442 +3%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$4.73M
SF
331
Synovus Financial
Georgia
$4.71M +$68.5K +221 +2%
Osaic Holdings
332
Osaic Holdings
Arizona
$4.64M -$4.98M -16,056 -54%
DILIC
333
Dai-ichi Life Insurance Company
Japan
$4.56M -$3.73M -12,035 -47%
SPS
334
Susquehanna Portfolio Strategies
Pennsylvania
$4.54M
MYIA
335
Mount Yale Investment Advisors
Colorado
$4.53M -$57.4K -185 -1%
PAI
336
Pittenger & Anderson Inc
Nebraska
$4.53M
CA
337
Cornerstone Advisors
North Carolina
$4.51M
JRP
338
Jasper Ridge Partners
California
$4.47M
ET
339
Equitable Trust
Tennessee
$4.42M +$40K +129 +1%
LIP
340
Lighthouse Investment Partners
Florida
$4.39M +$4.08M +13,164 New
Wealthfront Advisers
341
Wealthfront Advisers
California
$4.37M -$392K -1,263 -9%
Calamos Advisors
342
Calamos Advisors
Illinois
$4.34M
GAM
343
Gotham Asset Management
New York
$4.26M +$1.7M +5,473 +75%
DT
344
Diversified Trust
Tennessee
$4.25M +$517K +1,666 +15%
CWM
345
Circle Wealth Management
New Jersey
$4.08M +$142K +457 +4%
CPA
346
Capital Planning Advisors
California
$4.08M +$105K +340 +3%
AWM
347
Accurate Wealth Management
Florida
$4.03M -$102K -329 -2%
OAM
348
Oppenheimer Asset Management
New York
$4.03M -$271K -874 -7%
TC
349
TownSquare Capital
Utah
$3.96M +$469K +1,514 +15%
MCM
350
MV Capital Management
Maryland
$3.95M +$596K +1,921 +19%

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.