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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
EAM
651
Empirical Asset Management
Massachusetts
$565K +$577K +1,743 New
TPWM
652
Twelve Points Wealth Management
Massachusetts
$565K +$25.1K +76 +5%
NEI
653
Northwest & Ethical Investments
Ontario, Canada
$564K +$576K +1,741 New
HFAS
654
Hummer Financial Advisory Services
Illinois
$562K
HI
655
Hudock Inc
Pennsylvania
$562K -$2.32K -7 -0.4%
AWS
656
Atria Wealth Solutions
New York
$560K +$12.2K +37 +2%
FCP
657
Fidelis Capital Partners
Florida
$559K +$54.3K +164 +11%
GRP
658
Global Retirement Partners
California
$558K +$3.31K +10 +0.6%
CGL
659
Clarius Group LLC
Washington
$557K -$225K -680 -28%
AT
660
American Trust
Kentucky
$556K -$182K -550 -24%
CA
661
Crane Advisory
California
$556K
S
662
SimplyRich
California
$554K
KA
663
Kintegral Advisory
New York
$550K -$331 -1 -0.1%
RZH
664
Relyea Zuckerberg Hanson
Connecticut
$547K +$3.31K +10 +0.6%
NCMW
665
Northern Capital Management (Washington)
Washington
$547K
Fisher Asset Management
666
Fisher Asset Management
Washington
$546K +$557K +1,685 New
CI
667
Conning Inc
Connecticut
$543K +$14.9K +45 +3%
A
668
AustralianSuper
Australia
$542K
AWA
669
Arete Wealth Advisors
Illinois
$542K +$554K +1,673 New
SC
670
Saturna Capital
Washington
$540K
SFO
671
Stokes Family Office
Louisiana
$539K +$39K +118 +8%
BA
672
Bridgewater Associates
Connecticut
$537K +$548K +1,657 New
RCM
673
Radnor Capital Management
Pennsylvania
$536K +$168K +508 +44%
Empower Advisory Group
674
Empower Advisory Group
Colorado
$531K +$312K +944 +136%
BRWA
675
B. Riley Wealth Advisors
Florida
$523K +$94K +284 +21%

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.