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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$4.69M +$126K +342 +3%
Wealthfront Advisers
352
Wealthfront Advisers
California
$4.55M +$579K +1,575 +14%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$4.51M +$893K +2,428 +24%
OAM
354
Oppenheimer Asset Management
New York
$4.5M -$323K -878 -7%
MML Investors Services
355
MML Investors Services
Massachusetts
$4.47M -$310K -842 -6%
TRCT
356
Tower Research Capital (TRC)
New York
$4.45M +$1.44M +3,909 +46%
SLG
357
Stanley-Laman Group
Pennsylvania
$4.43M -$39K -106 -0.9%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$4.42M -$611K -1,662 -12%
MWM
359
Modera Wealth Management
New Jersey
$4.42M +$187K +509 +4%
NIM
360
NEOS Investment Management
Connecticut
$4.41M +$1.16M +3,153 +35%
SC
361
Stance Capital
Massachusetts
$4.4M +$4.51M +12,260 New
AP
362
Arlington Partners
Alabama
$4.4M -$141K -383 -3%
CA
363
Cornerstone Advisors
North Carolina
$4.38M
NA
364
NewEdge Advisors
Louisiana
$4.33M +$395K +1,075 +10%
WB
365
WesBanco Bank
West Virginia
$4.28M +$513K +1,394 +13%
AWM
366
Accurate Wealth Management
Florida
$4.27M -$75.7K -206 -2%
PVI
367
Pine Valley Investments
New Jersey
$4.26M +$655K +1,780 +18%
NRI
368
NFP Retirement Inc
California
$4.25M -$64.7K -176 -1%
YAM
369
Yacktman Asset Management
Texas
$4.19M
AAM
370
AR Asset Management
California
$4.17M
SAM
371
Securian Asset Management
Minnesota
$4.17M -$136K -370 -3%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$4.17M -$221K -600 -5%
VA
373
Vident Advisory
Georgia
$4.13M +$3.53M +9,597 +508%
BFM
374
Boothbay Fund Management
New York
$4.12M -$6.56M -17,836 -61%
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$4.03M

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.