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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
PWG
701
Portside Wealth Group
Utah
$472K -$53.2K -180 -10%
AWA
702
Arete Wealth Advisors
Illinois
$466K +$470K +1,591 New
GHAM
703
Gilman Hill Asset Management
Connecticut
$463K +$467K +1,578 New
BFM
704
Boothbay Fund Management
New York
$461K -$391K -1,321 -46%
SWA
705
Stratos Wealth Advisors
Ohio
$460K +$463K +1,565 New
EFA
706
Evernest Financial Advisors
Indiana
$457K +$105K +355 +30%
AWM
707
AE Wealth Management
Kansas
$456K +$82.2K +278 +22%
SW
708
SVB Wealth
Massachusetts
$450K -$287K -971 -39%
FCH
709
Freestone Capital Holdings
Washington
$449K +$10.3K +35 +2%
JHP
710
James Hambro & Partners
United Kingdom
$446K -$70.3M -237,839 -99%
AWE
711
Avidian Wealth Enterprises
Texas
$446K +$17.7K +60 +4%
GCC
712
Game Creek Capital
Massachusetts
$440K -$148K -500 -25%
TA
713
Tectonic Advisors
Texas
$439K
PCIA
714
Prime Capital Investment Advisors
Kansas
$439K -$36.4K -123 -8%
SMA
715
Sage Mountain Advisors
Georgia
$434K +$34.6K +117 +9%
IA
716
IFG Advisors
Missouri
$430K
VA
717
Vident Advisory
Georgia
$430K -$19.3M -65,155 -98%
GIM
718
Goelzer Investment Management
Indiana
$429K -$7.69K -26 -2%
MW
719
MBL Wealth
North Carolina
$428K +$431K +1,457 New
NRS
720
Neville Rodie & Shaw
New York
$426K
BIG
721
Brooklyn Investment Group
New York
$424K
SIG
722
Sargent Investment Group
Maryland
$424K +$427K +1,444 New
NWMG
723
National Wealth Management Group
Ohio
$421K +$424K +1,434 New
UB
724
UMB Bank
Missouri
$420K +$21K +71 +5%
N
725
Numerai
California
$419K +$422K +1,426 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.