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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
376
Mercer Global Advisors
Colorado
$3.22M +$252K +762 +8%
WANY
377
Wealthspire Advisors (New York)
New York
$3.21M +$1.86M +5,631 +132%
MCM
378
MV Capital Management
Maryland
$3.18M +$74.4K +225 +2%
TCM
379
Teza Capital Management
Illinois
$3.14M +$3.2M +9,678 New
APF
380
Alaska Permanent Fund
Alaska
$3.1M +$380K +1,149 +14%
GC
381
Gratus Capital
Georgia
$3.1M -$14.2K -43 -0.4%
SC
382
Savant Capital
Illinois
$3.06M +$15.9K +48 +0.5%
AP
383
Arlington Partners
Alabama
$3.05M +$2.98M +9,010 +2,230%
AT
384
Arlington Trust
Alabama
$3.05M +$3.11M +9,414 New
PIM
385
Progressive Investment Management
Oregon
$3.03M -$10.9K -33 -0.4%
CSPIA
386
Cary Street Partners Investment Advisory
Virginia
$3M +$227K +687 +8%
MFG
387
MidWestOne Financial Group
Iowa
$2.95M -$236K -714 -7%
VI
388
Vestcor Inc
New Brunswick, Canada
$2.9M +$58.6K +177 +2%
MSK
389
Melissa S. Kampmann
$2.81M +$2.87M +8,680 New
TI
390
Tidal Investments
Wisconsin
$2.8M +$274K +827 +11%
GS
391
GTS Securities
New York
$2.79M +$831K +2,513 +41%
CA
392
Clearstead Advisors
Ohio
$2.77M +$1.42M +4,280 +100%
KAS
393
Kestra Advisory Services
Texas
$2.77M +$324K +978 +13%
UHC
394
Union Heritage Capital
Michigan
$2.76M
MLICM
395
Metropolitan Life Insurance Company (MetLife)
New York
$2.72M -$168K -509 -6%
RWM
396
Ritholtz Wealth Management
New York
$2.64M +$60.5K +183 +2%
ACA
397
Anchor Capital Advisors
Massachusetts
$2.61M -$13.2K -40 -0.5%
GF
398
Gabelli Funds
New York
$2.58M +$265K +800 +11%
Cetera Investment Advisers
399
Cetera Investment Advisers
Illinois
$2.56M -$75.4K -228 -3%
IGAM
400
iA Global Asset Management
Quebec, Canada
$2.55M +$1.01M +3,040 +63%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.