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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
YC
676
Yarbrough Capital
Tennessee
$604K
LJAC
677
L.J. Altfest & Co
New York
$601K -$412K -1,260 -42%
KA
678
Kintegral Advisory
New York
$601K -$7.53K -23 -1%
HFAS
679
Hummer Financial Advisory Services
Illinois
$600K
FTWA
680
Fifth Third Wealth Advisors
Ohio
$597K -$45.5K -139 -7%
CA
681
Crane Advisory
California
$597K
WPC
682
Wedmont Private Capital
Pennsylvania
$596K +$39.3K +120 +7%
HI
683
Hudock Inc
Pennsylvania
$596K
PWM
684
Perigon Wealth Management
California
$595K +$29.1K +89 +5%
S
685
SimplyRich
California
$591K
EFA
686
Evernest Financial Advisors
Indiana
$590K +$49.1K +150 +10%
NCMW
687
Northern Capital Management (Washington)
Washington
$584K
A
688
AustralianSuper
Australia
$579K
DFCM
689
Dark Forest Capital Management
Puerto Rico
$575K +$543K +1,661 New
PFS
690
Prospera Financial Services
Texas
$574K +$8.51K +26 +2%
HH
691
Hilltop Holdings
Texas
$568K +$270K +826 +101%
SB
692
Sunflower Bank
Texas
$567K -$3.27K -10 -0.6%
CI
693
Conning Inc
Connecticut
$566K
FBFS
694
First Business Financial Services
Wisconsin
$565K
UB
695
UMB Bank
Missouri
$564K +$64.5K +197 +14%
SWA
696
Stratos Wealth Advisors
Ohio
$561K +$18.3K +56 +4%
FA
697
FDx Advisors
Illinois
$554K -$31.4K -96 -6%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$553K -$9.49K -29 -2%
BIG
699
Brooklyn Investment Group
New York
$551K +$99.8K +305 +24%
KWM
700
KFG Wealth Management
Indiana
$550K -$91K -278 -15%

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.