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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
IWM
751
IHT Wealth Management
Illinois
$361K +$81.4K +246 +28%
BHC
752
Bowen Hanes & Co
Florida
$360K
NL
753
NWAM LLC
Washington
$358K -$80.7K -244 -18%
AWM
754
Apollon Wealth Management
South Carolina
$357K -$177K -535 -33%
FNBOO
755
First National Bank of Omaha
Nebraska
$356K -$120K -362 -25%
AR
756
Advisory Research
Illinois
$356K +$10.9K +33 +3%
EI
757
Ellevest Inc
New York
$353K -$9.6K -29 -3%
PA
758
Procyon Advisors
Connecticut
$352K +$359K +1,085 New
Group One Trading
759
Group One Trading
Illinois
$349K
FFM
760
Forum Financial Management
Illinois
$343K
HWA
761
Heritage Wealth Advisors
Virginia
$341K
PWMG
762
Prestige Wealth Management Group
New Jersey
$339K +$181K +546 +109%
APG
763
Abacus Planning Group
South Carolina
$335K +$7.28K +22 +2%
LA
764
LVW Advisors
New York
$335K +$58.2K +176 +21%
CFP
765
Catalyst Financial Partners
Massachusetts
$335K +$16.9K +51 +5%
NP
766
NorthRock Partners
Minnesota
$335K +$102K +309 +43%
MLFP
767
MPS Loria Financial Planners
Illinois
$334K
KFP
768
KMG Fiduciary Partners
Ohio
$334K
JWCA
769
J.W. Coons Advisors
Ohio
$331K
HW
770
Hancock Whitney
Mississippi
$330K -$2.98K -9 -0.9%
PCP
771
Proficio Capital Partners
Massachusetts
$327K +$19.5K +59 +6%
MFA
772
Mayflower Financial Advisors
Massachusetts
$324K -$21.5K -65 -6%
BC
773
Belmont Capital
California
$324K
OIA
774
Optimum Investment Advisors
Illinois
$324K
VBCG
775
Valley Brook Capital Group
Pennsylvania
$324K

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.