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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
KA
476
Kerrisdale Advisers
Florida
$1.83M -$6.25M -19,092 -78%
TMAM
477
Tokio Marine Asset Management
Japan
$1.82M +$163K +499 +10%
WG
478
Welch Group
Alabama
$1.82M
IWC
479
Integrated Wealth Concepts
Massachusetts
$1.82M -$222K -680 -11%
WT
480
Whittier Trust
California
$1.82M +$73.3K +224 +4%
HWM
481
HB Wealth Management
Georgia
$1.82M -$169K -518 -9%
TSWM
482
Tyler-Stone Wealth Management
Ohio
$1.81M +$858K +2,622 +100%
CT
483
Caldwell Trust
Florida
$1.8M -$360K -1,100 -17%
NONA
484
Ninety One North America
New York
$1.78M +$1.68M +5,147 New
ATS
485
Ashton Thomas Securities
New York
$1.78M +$325K +994 +24%
PMG
486
ProVise Management Group
Florida
$1.77M
UCFA
487
United Capital Financial Advisors
Texas
$1.77M +$363K +1,111 +28%
CK
488
Cohen Klingenstein
New York
$1.73M
KWA
489
Kingswood Wealth Advisors
California
$1.71M +$82.1K +251 +5%
SCA
490
Snowden Capital Advisors
New York
$1.7M -$83.1K -254 -5%
VF
491
Virtu Financial
New York
$1.69M +$1.59M +4,870 New
LCM
492
Landscape Capital Management
New Jersey
$1.66M +$105K +320 +7%
PIM
493
Plato Investment Management
Australia
$1.65M -$1.2M -3,678 -43%
AFCM
494
Applied Finance Capital Management
Puerto Rico
$1.65M +$129K +394 +9%
TAMH
495
Taikang Asset Management (HK)
Hong Kong
$1.64M -$1.34M -4,109 -46%
NB
496
Nicolet Bankshares
Wisconsin
$1.64M -$38.3K -117 -2%
GG
497
Greenwood Gearhart
Arkansas
$1.64M
CCMG
498
Clark Capital Management Group
Pennsylvania
$1.62M -$6.54K -20 -0.4%
GC
499
Guggenheim Capital
Illinois
$1.6M -$1.51M -4,605 -50%
NAM
500
NorthCrest Asset Manangement
Minnesota
$1.6M +$4.58K +14 +0.3%

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.