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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
MWM
501
Mission Wealth Management
California
$1.59M +$13.1K +40 +0.9%
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$1.58M +$6.22K +19 +0.4%
SWM
503
Sendero Wealth Management
Texas
$1.57M
CWM
504
Circle Wealth Management
New Jersey
$1.57M
PFBT
505
Parkside Financial Bank & Trust
Missouri
$1.55M -$3.6K -11 -0.2%
PHS
506
Pekin Hardy Strauss
Illinois
$1.55M -$16.4K -50 -1%
DWT
507
Dorsey & Whitney Trust
South Dakota
$1.55M +$508K +1,553 +53%
NW
508
NewEdge Wealth
Pennsylvania
$1.54M -$215K -656 -13%
ZB
509
Zions Bancorporation
Utah
$1.5M +$442K +1,352 +45%
EWA
510
EP Wealth Advisors
California
$1.5M +$170K +520 +14%
NIG
511
NFJ Investment Group
Texas
$1.5M -$20.6K -63 -1%
SWP
512
Stratos Wealth Partners
Ohio
$1.49M -$207K -632 -13%
NP
513
NorthRock Partners
Minnesota
$1.46M +$75.6K +231 +6%
AI
514
Accredited Investors
Minnesota
$1.45M +$6.87K +21 +0.5%
VWM
515
Venturi Wealth Management
Texas
$1.45M +$125K +382 +10%
HNB
516
Huntington National Bank
Ohio
$1.44M -$19.3K -59 -1%
GT
517
Greenleaf Trust
Michigan
$1.42M +$6.54K +20 +0.5%
RC
518
RBF Capital
California
$1.42M
P
519
&Partners
Tennessee
$1.41M +$391K +1,196 +41%
EIP
520
Ellis Investment Partners
Pennsylvania
$1.41M
PCS
521
Personal CFO Solutions
New Jersey
$1.41M +$70.3K +215 +6%
CNBT
522
Canandaigua National Bank & Trust
New York
$1.41M -$298K -911 -18%
IFU
523
iSAM Funds (UK)
United Kingdom
$1.4M +$1.02M +3,107 +331%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$1.39M -$24.9K -76 -2%
GBA
525
Garrison Bradford & Associates
New York
$1.38M

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.