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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
Saturna Capital
Washington
$714K
BCP
652
Blue Chip Partners
Michigan
$713K -$368 -1 -0.1%
CAMG
653
CWA Asset Management Group
Florida
$695K +$30.9K +84 +5%
MIM
654
Morningstar Investment Management
Illinois
$694K
YIH
655
Y-Intercept (HK)
Hong Kong
$692K -$129K -351 -15%
CC
656
Chicago Capital
Illinois
$691K
P
657
Pitcairn
Pennsylvania
$690K -$72.4K -197 -9%
FTWA
658
Fifth Third Wealth Advisors
Ohio
$687K +$69.1K +188 +11%
LAM
659
Lountzis Asset Management
Pennsylvania
$682K
RW
660
Rede Wealth
Virginia
$682K
BP
661
Ballentine Partners
Massachusetts
$682K +$31.6K +86 +5%
PMFA
662
Plante Moran Financial Advisors
Michigan
$681K
WPA
663
West Paces Advisors
Georgia
$677K -$184K -500 -21%
BC
664
Barrett & Company
Rhode Island
$662K
CIA
665
Capital Investment Advisors
Georgia
$656K +$10.3K +28 +2%
UB
666
UMB Bank
Missouri
$654K +$70.2K +191 +12%
HW
667
Hancock Whitney
Mississippi
$653K +$343K +933 +105%
WPC
668
Wedmont Private Capital
Pennsylvania
$653K +$48.9K +133 +8%
PWM
669
Perigon Wealth Management
California
$652K +$19.1K +52 +3%
AFG
670
Atomi Financial Group
New York
$652K +$202K +550 +43%
SPIA
671
Steward Partners Investment Advisory
New York
$649K +$150K +408 +29%
SIA
672
SkyView Investment Advisors
New Jersey
$645K -$377K -1,024 -36%
WTC
673
WhitTier Trust Company
Nevada
$641K -$6.25K -17 -0.9%
WIA
674
Wealthedge Investment Advisors
New York
$638K +$653K +1,777 New
RWM
675
Ritholtz Wealth Management
New York
$635K +$1.1K +3 +0.2%

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.