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1,143 hedge funds and large institutions have $65.8B invested in Aon in 2024 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 408 increasing their positions, 375 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 79

23% more call options, than puts

Call options by funds: $594M | Put options by funds: $484M

19% more capital invested

Capital invested by funds: $55.3B → $65.8B (+$10.5B)

3% more funds holding

Funds holding: 1,1051,143 (+38)

1.06% more ownership

Funds ownership: 86.62%87.67% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 375

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
1,143
Holders Change
+38
Holders Change %
+3.44%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.47%
New
129
Increased
408
Reduced
375
Closed
79
Calls
$594M
Puts
$484M
Net Calls
+$110M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
376
New Mexico Educational Retirement Board
New Mexico
$3.68M +$196K +600 +6%
SCM
377
Seascape Capital Management
New Hampshire
$3.68M -$67.7K -207 -2%
WB
378
WesBanco Bank
West Virginia
$3.64M +$3.44M +10,515 New
CA
379
Clearstead Advisors
Ohio
$3.62M +$1.11M +3,397 +48%
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$3.61M -$39.9K -122 -1%
CI
381
CX Institutional
Indiana
$3.61M +$16K +49 +0.5%
VCA
382
Verdence Capital Advisors
Maryland
$3.53M +$31.4K +96 +0.9%
Mercer Global Advisors
383
Mercer Global Advisors
Colorado
$3.52M -$1.17M -3,583 -26%
OAM
384
Ostrum Asset Management
France
$3.49M -$211K -644 -6%
PFA
385
Pure Financial Advisors
California
$3.49M +$323K +986 +11%
CGH
386
Crossmark Global Holdings
Texas
$3.49M -$115K -351 -3%
PVI
387
Pine Valley Investments
New Jersey
$3.49M +$331K +1,012 +11%
MSK
388
Melissa S. Kampmann
$3.47M +$8.18K +25 +0.3%
KDA
389
Kraft Davis & Associates
Missouri
$3.46M +$2.73M +8,341 +838%
UHC
390
Union Heritage Capital
Michigan
$3.45M
BFG
391
Bleakley Financial Group
New Jersey
$3.44M -$59.2K -181 -2%
Thrivent Financial for Lutherans
392
Thrivent Financial for Lutherans
Minnesota
$3.44M -$441K -1,349 -12%
O
393
Ossiam
France
$3.43M -$294K -898 -8%
SC
394
Scotia Capital
Ontario, Canada
$3.42M +$266K +814 +9%
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
$3.4M -$57.6K -176 -2%
OIA
396
OneDigital Investment Advisors
Kansas
$3.39M -$701K -2,143 -18%
CAG
397
Crestwood Advisors Group
Massachusetts
$3.37M +$2.87M +8,779 +915%
BB
398
Busey Bank
Illinois
$3.3M -$5.89K -18 -0.2%
KCM
399
Kathmere Capital Management
Pennsylvania
$3.26M +$2.71M +8,280 +722%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$3.25M -$16.4K -50 -0.5%

AON Hedge Fund Activity: Q3 2024 in Review

1,143 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2024, worth a combined $65.8B — up 19% from $55.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AON positions and 79 closed out — a net gain of 50 holders — while 408 added to existing stakes and 375 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $774M. The largest seller was BlackRock, cutting an estimated $330M.

  • 1,143 institutional investors held Aon (AON) as of Q3 2024, up from 1,105 in Q2 2024.
  • Funds reported $65.8B of Aon stock for Q3 2024, up 19% quarter-over-quarter.
  • 129 funds opened new Aon positions in Q3 2024 and 79 closed out, a net change of +50 holders.
  • The largest Aon buyer in Q3 2024 was JP Morgan Chase, an estimated $774M added.
  • The largest Aon seller in Q3 2024 was BlackRock, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2024.