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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
BRC
801
Bishop Rock Capital
New York
$291K -$372K -1,123 -56%
FNBT
802
FineMark National Bank & Trust
Florida
$290K +$66.2K +200 +29%
PNC
803
Park National Corp
Ohio
$289K -$6.95K -21 -2%
CTC
804
Central Trust Company
Missouri
$289K +$37.1K +112 +14%
RPGK
805
Retirement Planning Group (Kansas)
Kansas
$287K
DCM
806
Donaldson Capital Management
Indiana
$287K -$18.5K -56 -6%
BAM
807
Belpointe Asset Management
Nevada
$287K +$292K +884 New
TPWA
808
TRUE Private Wealth Advisors
Oregon
$284K +$2.65K +8 +0.9%
CBFP
809
Cedar Brook Financial Partners
Ohio
$284K +$16.9K +51 +6%
EFG
810
Everhart Financial Group
Ohio
$284K +$23.2K +70 +9%
AFP
811
Ausdal Financial Partners
Iowa
$283K +$35.4K +107 +14%
GA
812
Greenspring Advisors
Maryland
$282K
EB
813
Exchange Bank
California
$282K
KBFS
814
Kohmann Bosshard Financial Services
Ohio
$279K
OC
815
Oppenheimer & Co
New York
$278K -$20.5K -62 -7%
NA
816
Navellier & Associates
Nevada
$277K +$283K +855 New
CFFP
817
Center for Financial Planning
Michigan
$277K
WF
818
Welch & Forbes
Massachusetts
$277K +$13.2K +40 +5%
FC
819
Forte Capital
New York
$276K
HTHT
820
Hemenway Trust Hemenway Trust
New Hampshire
$276K
PIM
821
Penobscot Investment Management
Massachusetts
$276K +$281K +850 New
JWCA
822
J.W. Cole Advisors
Florida
$273K -$2.98K -9 -1%
MAM
823
McLean Asset Management
Virginia
$273K
PP
824
PDS Planning
Ohio
$273K +$8.27K +25 +3%
AWA
825
Amplius Wealth Advisors
Pennsylvania
$272K -$90.7K -274 -25%

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.