We are live on ! Find out more

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
EGM
426
Engineers Gate Manager
New York
$2.03M +$965K +2,916 +88%
AG
427
Ascent Group
Virginia
$2.02M +$73.4K +222 +4%
BF
428
BOK Financial
Oklahoma
$2.02M +$431K +1,302 +25%
BFM
429
Boothbay Fund Management
New York
$2.01M -$749K -2,265 -27%
AA
430
Ancora Advisors
Ohio
$1.98M -$6.62K -20 -0.3%
Brown Advisory
431
Brown Advisory
Maryland
$1.98M +$1.99K +6 +0.1%
Ninety One (UK)
432
Ninety One (UK)
United Kingdom
$1.97M -$26.3M -79,431 -93%
SWM
433
Salvus Wealth Management
New Jersey
$1.94M +$11.2K +34 +0.6%
Tudor Investment Corp
434
Tudor Investment Corp
Connecticut
$1.94M +$1.98M +5,988 New
DFCM
435
Dark Forest Capital Management
Puerto Rico
$1.93M +$1.12M +3,391 +132%
TCM
436
Triumph Capital Management
Colorado
$1.93M -$165K -499 -8%
GC
437
Guggenheim Capital
Illinois
$1.91M -$1.37M -4,148 -41%
PRC
438
Pearl River Capital
Michigan
$1.9M -$1.88M -5,685 -49%
NA
439
NewEdge Advisors
Louisiana
$1.9M +$160K +483 +9%
Cambridge Investment Research Advisors
440
Cambridge Investment Research Advisors
Iowa
$1.9M -$2.52M -7,603 -56%
MWM
441
Mission Wealth Management
California
$1.88M +$4.63K +14 +0.2%
IG
442
ING Group
Netherlands
$1.87M +$1.85M +5,581 +3,153%
ETC
443
Exchange Traded Concepts
Oklahoma
$1.85M +$1.89M +5,704 +35,650%
HNB
444
Huntington National Bank
Ohio
$1.83M -$210K -635 -10%
HIC
445
Hartline Investment Corp
Illinois
$1.82M +$1.14M +3,448 +158%
FHB
446
First Hawaiian Bank
Hawaii
$1.82M -$3.31K -10 -0.2%
LFM
447
LGT Fund Management
Liechtenstein
$1.82M -$414K -1,250 -18%
VIM
448
Vinva Investment Management
Australia
$1.81M -$148K -448 -8%
RL
449
Retireful LLC
Michigan
$1.81M +$1.85M +5,583 New
SG Americas Securities
450
SG Americas Securities
New York
$1.79M -$6.84M -20,687 -79%

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.