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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
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$2.15M +$627K +1,917 +45%
AA
452
Aire Advisors
California
$2.14M +$4.58K +14 +0.2%
FTDI
453
First Trust Direct Indexing
Massachusetts
$2.14M +$389K +1,189 +24%
SAG
454
SageView Advisory Group
California
$2.13M -$884K -2,701 -30%
QIM
455
Quantitative Investment Management
Virginia
$2.13M -$404K -1,234 -17%
RBC
456
Romano Brothers & Co
Illinois
$2.12M
WF
457
WoodTrust Financial
Wisconsin
$2.1M
Capstone Investment Advisors
458
Capstone Investment Advisors
New York
$2.1M +$659K +2,014 +50%
TCM
459
Triumph Capital Management
Colorado
$2.09M -$196K -600 -9%
Wellington Management Group
460
Wellington Management Group
Massachusetts
$2.09M +$1.57M +4,812 +392%
AA
461
Ancora Advisors
Ohio
$2.09M +$654 +2 +0%
MFIM
462
Mesirow Financial Investment Management
Illinois
$2.08M +$756K +2,311 +63%
AG
463
Ascent Group
Virginia
$2.07M +$70.3K +215 +4%
BCPE
464
Bain Capital Public Equity
Massachusetts
$2.02M +$1.91M +5,851 New
Los Angeles Capital Management
465
Los Angeles Capital Management
California
$2.01M
SWM
466
Salvus Wealth Management
New Jersey
$2M -$5.24K -16 -0.3%
AI
467
Atria Investments
North Carolina
$1.99M -$77.5K -237 -4%
LFG
468
Larson Financial Group
Missouri
$1.98M +$102K +311 +6%
CCM
469
Coldstream Capital Management
Washington
$1.97M +$108K +329 +6%
WSFS
470
Wilmington Savings Fund Society
Delaware
$1.96M +$1.85M +5,663 New
PAG
471
Private Advisor Group
New Jersey
$1.94M +$5.89K +18 +0.3%
B
472
Barings
North Carolina
$1.92M
Lido Advisors
473
Lido Advisors
California
$1.9M +$742K +2,269 +70%
PFM
474
Premier Fund Managers
United Kingdom
$1.89M -$65.4K -200 -4%
LCM
475
Logan Capital Management
Pennsylvania
$1.83M

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.