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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
AAS
401
Avantax Advisory Services
Texas
$3.18M +$365K +1,116 +14%
NIM
402
NEOS Investment Management
Connecticut
$3.16M +$607K +1,854 +25%
MFG
403
MidWestOne Financial Group
Iowa
$3.15M
QCM
404
Quantinno Capital Management
New York
$3.13M +$1.31M +4,010 +80%
First Trust Advisors
405
First Trust Advisors
Illinois
$3.1M -$1.09M -3,317 -27%
AM
406
AGF Management
Ontario, Canada
$3.1M +$216K +659 +8%
PIM
407
Progressive Investment Management
Oregon
$3.1M -$28.5K -87 -1%
MCM
408
MAI Capital Management
Ohio
$3.1M -$178K -544 -6%
SLAM
409
Swiss Life Asset Management
$3.06M -$463K -1,416 -14%
JIM
410
Jensen Investment Management
Oregon
$3.03M
SA
411
SpiderRock Advisors
Delaware
$2.99M +$754K +2,304 +36%
NB
412
Norinchukin Bank
Japan
$2.99M +$351K +1,073 +14%
OFG
413
Oxford Financial Group
Indiana
$2.96M -$50.4K -154 -2%
MGP
414
Metis Global Partners
California
$2.95M +$89K +272 +3%
TRCT
415
Tower Research Capital (TRC)
New York
$2.93M -$620K -1,895 -18%
AA
416
ALPS Advisors
Colorado
$2.93M -$943K -2,883 -25%
BJL
417
Brighton Jones LLC
Washington
$2.92M +$2.76M +8,441 New
EWA
418
Exencial Wealth Advisors
Oklahoma
$2.91M +$602K +1,839 +28%
VIM
419
Vinva Investment Management
Australia
$2.88M -$753K -2,302 -22%
MCM
420
MV Capital Management
Maryland
$2.86M -$1.23M -3,768 -31%
Cambridge Investment Research Advisors
421
Cambridge Investment Research Advisors
Iowa
$2.81M +$47.8K +146 +2%
LC
422
Lindbrook Capital
California
$2.81M -$2.19M -6,699 -45%
PSB
423
Passumpsic Savings Bank
Vermont
$2.79M -$1.6M -4,888 -38%
WPC
424
Waters Parkerson & Co
Louisiana
$2.79M -$29.8M -91,160 -92%
AssetMark Inc
425
AssetMark Inc
California
$2.78M +$198K +606 +8%

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.