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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
ONB
551
Old National Bancorp
Indiana
$1M -$325K -981 -24%
MMA
552
Miracle Mile Advisors
California
$1M -$49K -148 -5%
WPW
553
Waldron Private Wealth
Pennsylvania
$989K -$5.62K -17 -0.6%
LWAM
554
Legacy Wealth Asset Management
Minnesota
$987K -$1.72M -5,194 -63%
DSC
555
Duncker Streett & Co
Missouri
$985K
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$980K +$1M +3,024 New
WFA
557
Websterrogers Financial Advisors
South Carolina
$978K +$999K +3,018 New
GIM
558
Grassi Investment Management
California
$973K -$33.1K -100 -3%
GLA
559
Good Life Advisors
Pennsylvania
$973K
AAM
560
Advisors Asset Management
Colorado
$971K -$239K -723 -19%
Luther King Capital Management (LKCM)
561
Luther King Capital Management (LKCM)
Texas
$956K +$69.5K +210 +8%
VWM
562
Venturi Wealth Management
Texas
$954K -$36.4K -110 -4%
AWM
563
AE Wealth Management
Kansas
$953K -$95K -287 -9%
CG
564
Caprock Group
Idaho
$952K -$52.9K -160 -5%
CC
565
Centiva Capital
New York
$944K +$964K +2,913 New
RWMG
566
Redwood Wealth Management Group
New Jersey
$940K
DS
567
DRW Securities
Illinois
$940K +$959K +2,900 New
ML
568
McAdam LLC
Pennsylvania
$937K
KWA
569
KCS Wealth Advisory
California
$929K -$68.5K -207 -7%
CP
570
Covenant Partners
Tennessee
$923K -$74.8K -226 -7%
AAM
571
Auxier Asset Management
Oregon
$923K
FA
572
FDx Advisors
Illinois
$922K -$131K -396 -12%
ZB
573
Zions Bancorporation
Utah
$920K +$196K +593 +26%
CT
574
Coastline Trust
Rhode Island
$911K +$630K +1,905 +210%
AIA
575
Armor Investment Advisors
North Carolina
$904K +$3.97K +12 +0.4%

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.