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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
GGA
801
Granite Group Advisors
Connecticut
$341K -$981 -3 -0.3%
BCM
802
Brookstone Capital Management
Illinois
$340K -$4.25K -13 -1%
CP
803
Creekside Partners
California
$340K
GCM
804
Gladius Capital Management
Illinois
$339K -$31.7K -97 -9%
JWCA
805
J.W. Cole Advisors
Florida
$339K +$654 +2 +0.2%
SQA
806
Simon Quick Advisors
New Jersey
$338K +$320K +978 New
BTI
807
Blue Trust Inc
Georgia
$337K -$111K -340 -23%
SAM
808
Smartleaf Asset Management
Massachusetts
$336K +$163K +497 +106%
SCA
809
Sandy Cove Advisors
Massachusetts
$336K -$339K -1,035 -52%
SMC
810
Smith, Moore & Co
Missouri
$335K
CPSAC
811
Chas P. Smith & Associates (CPS)
Florida
$334K -$327 -1 -0.1%
Empower Advisory Group
812
Empower Advisory Group
Colorado
$333K -$150K -459 -32%
EH
813
Equitable Holdings
New York
$331K +$313K +957 New
NEI
814
Northwest & Ethical Investments
Ontario, Canada
$330K +$312K +955 New
LFA
815
Legacy Financial Advisors
Kentucky
$330K +$12.8K +39 +4%
DWM
816
Diversify Wealth Management
Utah
$330K -$56.9K -174 -16%
CCA
817
Cobblestone Capital Advisors
New York
$329K +$981 +3 +0.3%
PCM
818
Penserra Capital Management
California
$325K +$4.58K +14 +2%
GWMR
819
GC Wealth Management RIA
Massachusetts
$325K -$16.4K -50 -5%
FFA
820
Farther Finance Advisors
California
$324K +$50.4K +154 +20%
WWC
821
Waypoint Wealth Counsel
Georgia
$321K +$10.5K +32 +4%
ECM
822
Evergreen Capital Management
Washington
$321K
ATC
823
Argent Trust Co
Tennessee
$320K -$10.1K -31 -3%
TAM
824
Todd Asset Management
Kentucky
$319K -$1.96K -6 -0.6%
ST
825
Sabal Trust
Florida
$318K

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.