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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
MWM
626
Modera Wealth Management
New Jersey
$663K +$19.9K +60 +3%
RI
627
Ridgewood Investments
New Jersey
$662K
TIM
628
Thompson Investment Management
Wisconsin
$648K
TA
629
Townsend & Associates
Colorado
$644K
PWPS
630
Pinnacle Wealth Planning Services
Ohio
$641K +$35.1K +106 +6%
UB
631
UMB Bank
Missouri
$639K -$93.3K -282 -13%
WPC
632
Wedmont Private Capital
Pennsylvania
$635K +$36.7K +111 +6%
PMFA
633
Plante Moran Financial Advisors
Michigan
$632K +$4.96K +15 +0.8%
FBFS
634
First Business Financial Services
Wisconsin
$625K +$2.32K +7 +0.4%
Credit Agricole
635
Credit Agricole
France
$619K +$631K +1,908 New
LAM
636
Lountzis Asset Management
Pennsylvania
$616K
RW
637
Rede Wealth
Virginia
$615K
AWAU
638
Alliance Wealth Advisors (Utah)
Utah
$607K +$17.2K +52 +3%
KWM
639
KFG Wealth Management
Indiana
$606K
BP
640
Ballentine Partners
Massachusetts
$605K +$12.9K +39 +2%
CWM
641
Connecticut Wealth Management
Connecticut
$603K +$354K +1,070 +135%
PFS
642
Prospera Financial Services
Texas
$600K +$33.7K +102 +6%
WP
643
WMS Partners
Maryland
$599K -$8.6K -26 -1%
WTC
644
WhitTier Trust Company
Nevada
$585K -$1.32K -4 -0.2%
CIA
645
Capital Investment Advisors
Georgia
$584K -$25.1K -76 -4%
ASN
646
Advisory Services Network
Georgia
$583K -$49.3K -149 -8%
LF
647
Lantz Financial
Illinois
$583K +$993 +3 +0.2%
MA
648
Mutual Advisors
Nebraska
$577K +$589K +1,780 New
MCM
649
MAI Capital Management
Ohio
$576K +$20.8K +63 +4%
YC
650
Yarbrough Capital
Tennessee
$566K

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.