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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
NL
776
NWAM LLC
Washington
$379K +$359K +1,096 New
CFP
777
Catalyst Financial Partners
Massachusetts
$378K +$13.1K +40 +4%
FC
778
Forte Capital
New York
$377K -$14.7K -45 -4%
TCOO
779
Trust Company of Oklahoma
Oklahoma
$371K +$11.8K +36 +3%
NPF
780
Norris Perne & French
Michigan
$370K
WA
781
Waverly Advisors
Alabama
$370K +$29.4K +90 +9%
DIM
782
Delta Investment Management
California
$364K +$3.6K +11 +1%
SPC
783
Spirepoint Private Client
Florida
$364K -$18K -55 -5%
GM
784
GeoWealth Management
Illinois
$363K -$22.6K -69 -6%
BFS
785
Bradley Foster & Sargent
Connecticut
$362K +$343K +1,047 New
AI
786
Atom Investors
Texas
$362K +$342K +1,046 New
AO
787
Advisor OS
Illinois
$361K -$58.6K -179 -15%
KPWS
788
Kestra Private Wealth Services
Texas
$359K -$981 -3 -0.3%
BHC
789
Bowen Hanes & Co
Florida
$358K
ACA
790
Aptus Capital Advisors
Alabama
$358K +$31.1K +95 +10%
MLFP
791
MPS Loria Financial Planners
Illinois
$356K
APG
792
Abacus Planning Group
South Carolina
$355K +$14.7K +45 +5%
JWA
793
JFS Wealth Advisors
Pennsylvania
$355K -$70.3K -215 -17%
AWA
794
Aaron Wealth Advisors
Illinois
$355K +$88.7K +271 +36%
FAIM
795
Financial Advocates Investment Management
Washington
$354K -$3.27K -10 -1%
BAM
796
Belpointe Asset Management
Nevada
$350K +$60.5K +185 +22%
RSWM
797
Robertson Stephens Wealth Management
California
$347K +$328K +1,002 New
OIA
798
Optimum Investment Advisors
Illinois
$346K
IP
799
Intellectus Partners
California
$343K +$10.1K +31 +3%
MPM
800
MBB Public Markets
Illinois
$343K -$4.21M -12,864 -93%

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.