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1,104 hedge funds and large institutions have $55.3B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 392 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

19% more call options, than puts

Call options by funds: $453M | Put options by funds: $379M

2% more funds holding

Funds holding: 1,0801,104 (+24)

5% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 374

0.02% more ownership

Funds ownership: 86.6%86.62% (+0.02%)

3% less capital invested

Capital invested by funds: $57.3B → $55.3B (-$1.99B)

Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
15.94%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
392
Reduced
374
Closed
96
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
651
Thompson Investment Management
Wisconsin
$587K
IGAM
652
iA Global Asset Management
Quebec, Canada
$587K -$32.2K -109 -5%
SC
653
Saturna Capital
Washington
$584K
SVWAG
654
Sound View Wealth Advisors Group
Georgia
$578K -$37.5K -127 -6%
AP
655
Americana Partners
Texas
$569K +$175K +593 +44%
PMFA
656
Plante Moran Financial Advisors
Michigan
$568K
MOS
657
MGO One Seven
Ohio
$567K +$216K +731 +61%
DS
658
DRW Securities
Illinois
$558K -$650K -2,199 -54%
LAM
659
Lountzis Asset Management
Pennsylvania
$558K
RW
660
Rede Wealth
Virginia
$557K
IG
661
ING Group
Netherlands
$556K +$560K +1,893 New
KWM
662
KFG Wealth Management
Indiana
$548K
TFS
663
Thoroughbred Financial Services
Tennessee
$548K +$552K +1,867 New
FTWA
664
Fifth Third Wealth Advisors
Ohio
$548K +$551K +1,865 New
VFA
665
Valeo Financial Advisors
Indiana
$546K +$39.9K +135 +8%
GRP
666
Global Retirement Partners
California
$546K +$40.5K +137 +8%
BC
667
Barrett & Company
Rhode Island
$541K +$545K +1,843 New
TPCW
668
TD Private Client Wealth
New York
$531K +$27.2K +92 +5%
LF
669
Lantz Financial
Illinois
$529K -$3.55K -12 -0.7%
WTC
670
WhitTier Trust Company
Nevada
$529K -$591 -2 -0.1%
CIA
671
Capital Investment Advisors
Georgia
$526K -$591 -2 -0.1%
RWM
672
Ritholtz Wealth Management
New York
$524K -$757K -2,559 -59%
AWS
673
Atria Wealth Solutions
New York
$523K -$26K -88 -5%
MIM
674
Martin Investment Management
Florida
$523K +$26.6K +90 +5%
GWM
675
Gibbs Wealth Management
Georgia
$520K +$145K +491 +38%

AON Hedge Fund Activity: Q2 2024 in Review

1,104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2024, worth a combined $55.3B — down 3.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AON positions and 96 closed out — a net gain of 38 holders — while 392 added to existing stakes and 374 trimmed.

The largest buyer was HPS Investment Partners, opening a new position worth an estimated $1.28B. The largest seller was Capital International Investors, cutting an estimated $899M.

  • 1,104 institutional investors held Aon (AON) as of Q2 2024, up from 1,080 in Q1 2024.
  • Funds reported $55.3B of Aon stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 134 funds opened new Aon positions in Q2 2024 and 96 closed out, a net change of +38 holders.
  • The largest Aon buyer in Q2 2024 was HPS Investment Partners, an estimated $1.28B added.
  • The largest Aon seller in Q2 2024 was Capital International Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2024.