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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
SP
526
Symmetry Partners
Connecticut
$1.15M -$68.5K -207 -6%
CWM
527
Calamos Wealth Management
Illinois
$1.14M +$44.7K +135 +4%
BHWM
528
Bar Harbor Wealth Management
New Hampshire
$1.14M -$24.2K -73 -2%
SWP
529
Stratos Wealth Partners
Ohio
$1.13M +$2.32K +7 +0.2%
FCM
530
Fortis Capital Management
Washington
$1.11M +$117K +355 +12%
AAB
531
ABN AMRO Bank
Netherlands
$1.1M
LGF
532
LGT Group Foundation
Liechtenstein
$1.1M -$99.9K -302 -8%
PTC
533
Private Trust Company
Ohio
$1.09M -$4.3K -13 -0.4%
OIA
534
OneDigital Investment Advisors
Kansas
$1.09M -$114K -345 -9%
PAS
535
Park Avenue Securities
New York
$1.07M +$1.09M +3,296 New
BW
536
Bison Wealth
Georgia
$1.07M +$1.32K +4 +0.1%
BL
537
Balentine LLC
Georgia
$1.06M +$1.99K +6 +0.2%
MC
538
Machina Capital
France
$1.05M +$1.07M +3,243 New
GCM
539
Graham Capital Management
Connecticut
$1.05M +$1.07M +3,228 New
Lido Advisors
540
Lido Advisors
California
$1.04M +$64.8K +196 +6%
AIP
541
Ameritas Investment Partners
Nebraska
$1.04M -$26.5K -80 -2%
DWT
542
Dorsey & Whitney Trust
South Dakota
$1.02M -$83K -251 -7%
UCFA
543
United Capital Financial Advisors
Texas
$1.02M +$149K +450 +17%
VC
544
Vestor Capital
Illinois
$1.02M -$1.32K -4 -0.1%
CFSG
545
Community Financial Services Group
Vermont
$1.01M +$1.04M +3,130 New
MHIC
546
Marble Harbor Investment Counsel
Massachusetts
$1.01M
DEA
547
DoubleLine ETF Adviser
Florida
$1.01M +$70.8K +214 +7%
AFA
548
Abacus FCF Advisors
Florida
$1.01M -$27.8K -84 -3%
MAS
549
Meeder Advisory Services
Ohio
$1.01M -$155K -468 -13%
PA
550
PFW Advisors
Georgia
$1M

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.