We are live on ! Find out more

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
SPIA
726
Steward Partners Investment Advisory
New York
$484K +$73.3K +224 +19%
GIM
727
Grassi Investment Management
California
$484K
EW
728
Elyxium Wealth
California
$481K +$454K +1,389 New
ECG
729
Edge Capital Group
Georgia
$480K
RZH
730
Relyea Zuckerberg Hanson
Connecticut
$479K -$86K -263 -16%
TWM
731
Tanager Wealth Management
United Kingdom
$479K +$452K +1,383 New
FB
732
Fulton Bank
Pennsylvania
$477K +$130K +397 +40%
PWA
733
Prairie Wealth Advisors
Nebraska
$473K
NSIM
734
North Star Investment Management
Illinois
$472K
NAMP
735
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$467K
WEG
736
World Equity Group
Illinois
$463K +$65.4K +200 +18%
NOI
737
Newton One Investments
Delaware
$462K
AAM
738
Advisors Asset Management
Colorado
$461K -$140K -429 -24%
AWA
739
Amplius Wealth Advisors
Pennsylvania
$460K +$10.1K +31 +2%
CGL
740
Clarius Group LLC
Washington
$457K -$10.5K -32 -2%
EFS
741
Essex Financial Services
Connecticut
$455K +$40.2K +123 +11%
PL
742
Perpetual Ltd
Australia
$454K +$8.83K +27 +2%
SOW
743
State of Wyoming
Wyoming
$452K +$123K +377 +41%
WFA
744
Wellspring Financial Advisors
Ohio
$451K -$981 -3 -0.2%
MFA
745
Mayflower Financial Advisors
Massachusetts
$450K +$6.22K +19 +1%
AFG
746
Atomi Financial Group
New York
$438K +$414K +1,266 New
VWA
747
Visionary Wealth Advisors
Illinois
$438K -$6.54K -20 -2%
CPA
748
Cardiff Park Advisors
California
$438K +$414K +1,266 New
SFC
749
SYM Financial Corp
Indiana
$435K +$1.64K +5 +0.4%
GCM
750
Goldstream Capital Management
Hong Kong
$434K +$410K +1,254 New

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.