We are live on ! Find out more

1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
501
Parkside Financial Bank & Trust
Missouri
$1.65M +$43.8K +119 +3%
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$1.64M -$2.57K -7 -0.2%
NONA
503
Ninety One North America
New York
$1.63M -$219K -596 -12%
SWM
504
Sendero Wealth Management
Texas
$1.63M
CA
505
Clune & Associates
Illinois
$1.61M +$1.65M +4,483 New
NW
506
NewEdge Wealth
Pennsylvania
$1.6M +$9.19K +25 +0.6%
VAS
507
Vestmark Advisory Solutions
Massachusetts
$1.58M +$1.09M +2,952 +203%
GG
508
Greenwood Gearhart
Arkansas
$1.58M -$122K -332 -7%
GCP
509
GSA Capital Partners
United Kingdom
$1.57M +$725K +1,973 +82%
LCM
510
Logan Capital Management
Pennsylvania
$1.55M -$367K -997 -19%
NIG
511
NFJ Investment Group
Texas
$1.54M -$15.4K -42 -1%
MWM
512
Mission Wealth Management
California
$1.54M -$113K -308 -7%
HNB
513
Huntington National Bank
Ohio
$1.54M +$41.9K +114 +3%
CWM
514
Congress Wealth Management
Massachusetts
$1.53M -$1.2M -3,257 -43%
OFG
515
Oxford Financial Group
Indiana
$1.51M -$1.6M -4,361 -51%
AI
516
Accredited Investors
Minnesota
$1.5M -$7.72K -21 -0.5%
EIP
517
Ellis Investment Partners
Pennsylvania
$1.46M
GC
518
Guggenheim Capital
Illinois
$1.45M -$213K -579 -13%
DWM
519
Dynasty Wealth Management
Florida
$1.45M +$123K +334 +9%
EWA
520
EP Wealth Advisors
California
$1.45M -$115K -313 -7%
MAS
521
Meeder Advisory Services
Ohio
$1.44M +$23.5K +64 +2%
BBHC
522
Brown Brothers Harriman & Co
New York
$1.44M -$4.09M -11,135 -73%
GBA
523
Garrison Bradford & Associates
New York
$1.44M
TWC
524
TD Waterhouse Canada
Ontario, Canada
$1.43M +$3.68K +10 +0.3%
APF
525
Alaska Permanent Fund
Alaska
$1.42M

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.