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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
IAA
826
Independent Advisor Alliance
North Carolina
$271K +$15.2K +46 +6%
KIA
827
KCM Investment Advisors
California
$268K -$496K -1,500 -64%
FW
828
FirstPurpose Wealth
Utah
$266K +$6.62K +20 +3%
IA
829
IFP Advisors
Florida
$265K +$6.62K +20 +3%
VT
830
Vise Technologies
New York
$264K +$269K +813 New
SFG
831
StrategIQ Financial Group
Indiana
$262K +$331 +1 +0.1%
CIS
832
Connors Investor Services
Pennsylvania
$259K
IA
833
Inspire Advisors
Idaho
$258K
VWM
834
Valley Wealth Managers
New Jersey
$252K +$11.9K +36 +5%
AWA
835
Aaron Wealth Advisors
Illinois
$251K -$3.31K -10 -1%
HT
836
Heritage Trust
Oklahoma
$249K
VVP
837
Venture Visionary Partners
Ohio
$249K -$35.1K -106 -12%
CS
838
Comerica Securities
Michigan
$246K -$8.27K -25 -3%
ACA
839
Aptus Capital Advisors
Alabama
$246K +$251K +760 New
CFGS
840
Concourse Financial Group Securities
Alabama
$246K -$314K -948 -56%
HCM
841
Hollencrest Capital Management
California
$245K
CG
842
Colony Group
Massachusetts
$244K -$7.28K -22 -3%
MWM
843
Maripau Wealth Management
Indiana
$243K +$248K +749 New
SWA
844
Stratos Wealth Advisors
Ohio
$242K +$246K +745 New
NCM
845
New Capital Management
Texas
$240K +$245K +741 New
ECM
846
Evergreen Capital Management
Washington
$240K +$6.62K +20 +3%
PI
847
Putnam Investments
Massachusetts
$240K -$3.31K -10 -1%
CG
848
Clifford Group
Massachusetts
$237K +$15.2K +46 +7%
CIA
849
Choate Investment Advisors
Massachusetts
$237K +$242K +731 New
PC
850
Port Capital
Illinois
$236K -$12.6K -38 -5%

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.