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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
PTB
826
Pioneer Trust Bank
Oregon
$318K
AT
827
American Trust
Kentucky
$317K +$7.53K +23 +3%
MCM
828
Mainstay Capital Management
Michigan
$317K
FFM
829
Forum Financial Management
Illinois
$315K
PCP
830
Proficio Capital Partners
Massachusetts
$314K -$32.7K -100 -10%
FMLI
831
Fukoku Mutual Life Insurance
Japan
$312K
RFO
832
RiverGlades Family Offices
Florida
$311K
CFM
833
Catalyst Funds Management
Australia
$311K +$294K +900 New
EI
834
Ellevest Inc
New York
$311K +$14.7K +45 +5%
WIA
835
Westbourne Investment Advisors
Maryland
$311K
AGP
836
Autumn Glory Partners
Texas
$311K +$291K +891 New
ADL
837
Asset Dedication LLC
California
$309K +$22.6K +69 +8%
RPGK
838
Retirement Planning Group (Kansas)
Kansas
$308K
QWM
839
Quadcap Wealth Management
Texas
$307K -$654 -2 -0.2%
HW
840
Hancock Whitney
Mississippi
$307K
VWM
841
Valley Wealth Managers
New Jersey
$307K +$9.16K +28 +3%
SCM
842
Sterling Capital Management
North Carolina
$307K +$290K +886 New
CWG
843
Cornerstone Wealth Group
North Carolina
$306K +$5.24K +16 +2%
GI
844
GAMMA Investing
California
$304K +$127K +388 +79%
TPWA
845
TRUE Private Wealth Advisors
Oregon
$304K -$4.58K -14 -2%
QI
846
Qtron Investments
Massachusetts
$303K +$287K +877 New
BRWA
847
B. Riley Wealth Advisors
Florida
$302K +$55.6K +170 +24%
GA
848
Greenspring Advisors
Maryland
$301K
IAA
849
Independent Advisor Alliance
North Carolina
$299K -$2.94K -9 -1%
FCC
850
Flower City Capital
New York
$298K +$281K +860 New

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.