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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
AWE
701
Avidian Wealth Enterprises
Texas
$567K +$9.56K +26 +2%
FB
702
Fulton Bank
Pennsylvania
$565K +$71K +193 +14%
AWS
703
Atria Wealth Solutions
New York
$561K -$115K -312 -17%
SWA
704
Stratos Wealth Advisors
Ohio
$560K -$22.8K -62 -4%
LW
705
Linscomb Wealth
Texas
$558K +$572K +1,555 New
HFAS
706
Hummer Financial Advisory Services
Illinois
$551K -$73.5K -200 -12%
LF
707
Lantz Financial
Illinois
$546K -$123K -334 -18%
GCC
708
Game Creek Capital
Massachusetts
$539K
WA
709
Waverly Advisors
Alabama
$539K +$158K +430 +40%
GL
710
Graypoint LLC
New York
$538K +$36.4K +99 +7%
TA
711
Tectonic Advisors
Texas
$538K
PFPT
712
Pinnacle Financial Partners (Tennessee)
Tennessee
$533K -$2.94K -8 -0.5%
II
713
Impact Investors
California
$532K +$545K +1,481 New
AWA
714
Arete Wealth Advisors
Illinois
$531K
MW
715
MBL Wealth
North Carolina
$529K
FPCP
716
Fort Point Capital Partners
California
$528K -$3.68K -10 -0.7%
WFI
717
West Family Investments
California
$527K -$6.99K -19 -1%
IA
718
IFG Advisors
Missouri
$527K
SWP
719
Sagespring Wealth Partners
Tennessee
$525K +$538K +1,463 New
PCM
720
Penserra Capital Management
California
$525K +$193K +526 +56%
NRS
721
Neville Rodie & Shaw
New York
$521K
AFO
722
Arrowroot Family Office
California
$519K
CCA
723
Conservest Capital Advisors
Pennsylvania
$516K +$528K +1,436 New
MMCM
724
Murphy & Mullick Capital Management
New York
$514K +$527K +1,432 New
SAM
725
Smartleaf Asset Management
Massachusetts
$513K +$172K +468 +48%

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.