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1,143 hedge funds and large institutions have $65.8B invested in Aon in 2024 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 408 increasing their positions, 375 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 79

23% more call options, than puts

Call options by funds: $594M | Put options by funds: $484M

19% more capital invested

Capital invested by funds: $55.3B → $65.8B (+$10.5B)

3% more funds holding

Funds holding: 1,1051,143 (+38)

1.06% more ownership

Funds ownership: 86.62%87.67% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 375

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
1,143
Holders Change
+38
Holders Change %
+3.44%
% of All Funds
16.41%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.47%
New
129
Increased
408
Reduced
375
Closed
79
Calls
$594M
Puts
$484M
Net Calls
+$110M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
651
Blue Chip Partners
Michigan
$687K -$626K -1,914 -49%
SVWAG
652
Sound View Wealth Advisors Group
Georgia
$685K +$2.94K +9 +0.5%
JF
653
Jump Financial
Illinois
$680K -$4.79M -14,635 -88%
AWM
654
Apollon Wealth Management
South Carolina
$668K -$43.5K -133 -6%
CC
655
Chicago Capital
Illinois
$666K -$106K -325 -14%
SMA
656
Sage Mountain Advisors
Georgia
$665K +$146K +445 +30%
LAM
657
Lountzis Asset Management
Pennsylvania
$657K
RW
658
Rede Wealth
Virginia
$657K
PMFA
659
Plante Moran Financial Advisors
Michigan
$656K -$12.8K -39 -2%
VA
660
Vident Advisory
Georgia
$654K +$139K +424 +29%
AWS
661
Atria Wealth Solutions
New York
$648K +$29.8K +91 +5%
GRP
662
Global Retirement Partners
California
$647K +$3.6K +11 +0.6%
TFS
663
Thoroughbred Financial Services
Tennessee
$644K -$1.64K -5 -0.3%
LF
664
Lantz Financial
Illinois
$641K +$17K +52 +3%
BAM
665
Blueshift Asset Management
New Jersey
$640K +$605K +1,850 New
CAMG
666
CWA Asset Management Group
Florida
$640K +$605K +1,850 New
BC
667
Barrett & Company
Rhode Island
$638K
PAS
668
Park Avenue Securities
New York
$634K -$160K -490 -21%
BP
669
Ballentine Partners
Massachusetts
$627K +$52.3K +160 +10%
WTC
670
WhitTier Trust Company
Nevada
$623K
CIA
671
Capital Investment Advisors
Georgia
$622K +$2.29K +7 +0.4%
PWG
672
Portside Wealth Group
Utah
$617K +$56.9K +174 +11%
Kayne Anderson Rudnick Investment Management
673
Kayne Anderson Rudnick Investment Management
California
$615K -$1.06M -3,227 -64%
MIM
674
Martin Investment Management
Florida
$611K -$4.91K -15 -0.8%
RWM
675
Ritholtz Wealth Management
New York
$611K -$6.22K -19 -1%

AON Hedge Fund Activity: Q3 2024 in Review

1,143 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2024, worth a combined $65.8B — up 19% from $55.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AON positions and 79 closed out — a net gain of 50 holders — while 408 added to existing stakes and 375 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $774M. The largest seller was BlackRock, cutting an estimated $330M.

  • 1,143 institutional investors held Aon (AON) as of Q3 2024, up from 1,105 in Q2 2024.
  • Funds reported $65.8B of Aon stock for Q3 2024, up 19% quarter-over-quarter.
  • 129 funds opened new Aon positions in Q3 2024 and 79 closed out, a net change of +50 holders.
  • The largest Aon buyer in Q3 2024 was JP Morgan Chase, an estimated $774M added.
  • The largest Aon seller in Q3 2024 was BlackRock, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2024.