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1,041 hedge funds and large institutions have $56.3B invested in Aon in 2023 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 360 increasing their positions, 377 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 65

3% more funds holding in top 10

Funds holding in top 10: 3637 (+1)

2% more funds holding

Funds holding: 1,0171,041 (+24)

5% less repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 377

1% less ownership

Funds ownership: 86.63%85.62% (-1%)

8% less capital invested

Capital invested by funds: $61B → $56.3B (-$4.67B)

27% less call options, than puts

Call options by funds: $178M | Put options by funds: $245M

Holders
1,041
Holders Change
+24
Holders Change %
+2.36%
% of All Funds
16.52%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.59%
New
100
Increased
360
Reduced
377
Closed
65
Calls
$178M
Puts
$245M
Net Calls
-$66.3M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
701
Great Valley Advisor Group
Delaware
$450K +$200K +605 +77%
PA
702
Pinnacle Associates
New York
$450K +$200K +603 +77%
SWM
703
SeaCrest Wealth Management
New York
$447K -$15.9K -48 -3%
WFI
704
West Family Investments
California
$446K -$8.27K -25 -2%
WP
705
WealthSource Partners
California
$442K +$2.32K +7 +0.5%
AWE
706
Avidian Wealth Enterprises
Texas
$438K -$662 -2 -0.1%
LCGC
707
Legacy Capital Group California
California
$438K +$2.32K +7 +0.5%
SCA
708
Sandy Cove Advisors
Massachusetts
$433K +$22.5K +68 +5%
NOI
709
Newton One Investments
Delaware
$433K
Wolverine Trading
710
Wolverine Trading
Illinois
$430K +$439K +1,327 New
AFO
711
Arrowroot Family Office
California
$429K
LJAC
712
L.J. Altfest & Co
New York
$429K
GA
713
Geller Advisors
New York
$426K +$18.9K +57 +5%
EH
714
Equitable Holdings
New York
$422K -$55.3K -167 -11%
FAIM
715
Financial Advocates Investment Management
Washington
$422K +$15.2K +46 +4%
WSTAM
716
Wilbanks Smith & Thomas Asset Management
Virginia
$420K +$13.9K +42 +3%
DMBA
717
Deseret Mutual Benefit Administrators
Utah
$420K +$23.5K +71 +6%
IB
718
Intrust Bank
Kansas
$416K -$9.93K -30 -2%
HI
719
Horizon Investments
North Carolina
$413K -$42K -127 -9%
FNBOH
720
First National Bank of Hutchinson
Kansas
$413K +$5.29K +16 +1%
NDSI
721
Newman Dignan & Sheerar Inc
Rhode Island
$412K +$331 +1 +0.1%
GCM
722
Gladius Capital Management
Illinois
$411K -$134K -406 -24%
AP
723
Americana Partners
Texas
$411K +$2.32K +7 +0.6%
RFN
724
RDA Financial Network
Iowa
$406K
AF
725
Allworth Financial
California
$405K -$49K -148 -11%

AON Hedge Fund Activity: Q3 2023 in Review

1,041 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2023, worth a combined $56.3B — down 7.6% from $61B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new AON positions and 65 closed out — a net gain of 35 holders — while 360 added to existing stakes and 377 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $174M. The largest seller was Massachusetts Financial Services, cutting an estimated $529M.

  • 1,041 institutional investors held Aon (AON) as of Q3 2023, up from 1,017 in Q2 2023.
  • Funds reported $56.3B of Aon stock for Q3 2023, down 7.6% quarter-over-quarter.
  • 100 funds opened new Aon positions in Q3 2023 and 65 closed out, a net change of +35 holders.
  • The largest Aon buyer in Q3 2023 was Fiera Capital (Canada), an estimated $174M added.
  • The largest Aon seller in Q3 2023 was Massachusetts Financial Services, an estimated $529M sold.

Based on aggregated 13F filings for Q3 2023.