We are live on ! Find out more

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
OTL
676
Oak Thistle LLC
New York
$519K +$522K +1,767 New
AAM
677
Advisors Asset Management
Colorado
$517K -$52.9K -179 -9%
KA
678
Kintegral Advisory
New York
$517K +$23.9K +81 +5%
VAS
679
Vestmark Advisory Solutions
Massachusetts
$513K +$84K +284 +19%
YC
680
Yarbrough Capital
Tennessee
$513K
HFAS
681
Hummer Financial Advisory Services
Illinois
$509K -$82.8K -280 -14%
HI
682
Hudock Inc
Pennsylvania
$506K +$509K +1,721 New
S
683
SimplyRich
California
$502K
CA
684
Crane Advisory
California
$499K -$2.96K -10 -0.6%
FA
685
FDx Advisors
Illinois
$498K -$188K -637 -27%
BTI
686
Blue Trust Inc
Georgia
$496K +$279K +942 +173%
NCMW
687
Northern Capital Management (Washington)
Washington
$496K
A
688
AustralianSuper
Australia
$491K
XT
689
XTX Topco
Cayman Islands
$487K -$901K -3,046 -65%
BP
690
Ballentine Partners
Massachusetts
$485K -$133K -449 -21%
SB
691
Sunflower Bank
Texas
$484K +$18.3K +62 +4%
RZH
692
Relyea Zuckerberg Hanson
Connecticut
$483K -$10.9K -37 -2%
DWM
693
Dynasty Wealth Management
Florida
$482K +$1.77K +6 +0.4%
WPC
694
Wedmont Private Capital
Pennsylvania
$481K -$54.7K -185 -10%
CI
695
Conning Inc
Connecticut
$480K +$3.25K +11 +0.7%
PFS
696
Prospera Financial Services
Texas
$480K -$49.1K -166 -9%
FBFS
697
First Business Financial Services
Wisconsin
$479K
PWM
698
Perigon Wealth Management
California
$479K +$38.1K +129 +9%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$478K -$68.3K -231 -12%
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$473K +$476K +1,611 New

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.