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1,104 hedge funds and large institutions have $55.3B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 392 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

19% more call options, than puts

Call options by funds: $453M | Put options by funds: $379M

2% more funds holding

Funds holding: 1,0801,104 (+24)

5% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 374

0.02% more ownership

Funds ownership: 86.6%86.62% (+0.02%)

3% less capital invested

Capital invested by funds: $57.3B → $55.3B (-$1.99B)

Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
15.94%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
392
Reduced
374
Closed
96
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
826
Todd Asset Management
Kentucky
$271K -$18.1M -61,384 -99%
ST
827
Sabal Trust
Florida
$270K
PTB
828
Pioneer Trust Bank
Oregon
$270K
MCM
829
Mainstay Capital Management
Michigan
$269K
LFA
830
Legacy Financial Advisors
Kentucky
$268K -$11.2K -38 -4%
FFM
831
Forum Financial Management
Illinois
$267K -$138K -466 -34%
PC
832
Port Capital
Illinois
$265K +$8.57K +29 +3%
FMLI
833
Fukoku Mutual Life Insurance
Japan
$265K -$21.6K -73 -7%
RFO
834
RiverGlades Family Offices
Florida
$264K +$16.3K +55 +7%
WIA
835
Westbourne Investment Advisors
Maryland
$264K
WWC
836
Waypoint Wealth Counsel
Georgia
$263K +$2.66K +9 +1%
AT
837
American Trust
Kentucky
$262K -$76.6K -259 -22%
TPWA
838
TRUE Private Wealth Advisors
Oregon
$262K +$3.25K +11 +1%
QWM
839
Quadcap Wealth Management
Texas
$261K +$263K +890 New
RPGK
840
Retirement Planning Group (Kansas)
Kansas
$261K
HW
841
Hancock Whitney
Mississippi
$260K -$14.5K -49 -5%
FRM
842
Fox Run Management
Connecticut
$259K +$261K +882 New
IAA
843
Independent Advisor Alliance
North Carolina
$257K +$57.4K +194 +29%
GA
844
Greenspring Advisors
Maryland
$255K
CWG
845
Cornerstone Wealth Group
North Carolina
$255K +$12.1K +41 +5%
KBFS
846
Kohmann Bosshard Financial Services
Ohio
$252K
VWM
847
Valley Wealth Managers
New Jersey
$252K -$22.8K -77 -8%
NA
848
Navellier & Associates
Nevada
$251K
EI
849
Ellevest Inc
New York
$251K -$38.4K -130 -13%
CFFP
850
Center for Financial Planning
Michigan
$250K

AON Hedge Fund Activity: Q2 2024 in Review

1,104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2024, worth a combined $55.3B — down 3.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AON positions and 96 closed out — a net gain of 38 holders — while 392 added to existing stakes and 374 trimmed.

The largest buyer was HPS Investment Partners, opening a new position worth an estimated $1.28B. The largest seller was Capital International Investors, cutting an estimated $899M.

  • 1,104 institutional investors held Aon (AON) as of Q2 2024, up from 1,080 in Q1 2024.
  • Funds reported $55.3B of Aon stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 134 funds opened new Aon positions in Q2 2024 and 96 closed out, a net change of +38 holders.
  • The largest Aon buyer in Q2 2024 was HPS Investment Partners, an estimated $1.28B added.
  • The largest Aon seller in Q2 2024 was Capital International Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2024.