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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
826
Trust Point Inc
Wisconsin
$340K +$35.3K +96 +11%
MS
827
Maven Securities
Jersey
$338K -$203K -553 -37%
FT
828
Fiduciary Trust
Massachusetts
$338K +$34.9K +95 +11%
WWC
829
Waypoint Wealth Counsel
Georgia
$335K +$2.57K +7 +0.8%
ECM
830
Evergreen Capital Management
Washington
$333K +$368 +1 +0.1%
ATC
831
Argent Trust Co
Tennessee
$332K
BAM
832
Belpointe Asset Management
Nevada
$332K -$16.9K -46 -5%
TAM
833
Todd Asset Management
Kentucky
$331K
LFA
834
Legacy Financial Advisors
Kentucky
$331K -$11.8K -32 -3%
ST
835
Sabal Trust
Florida
$330K
PTB
836
Pioneer Trust Bank
Oregon
$330K
BCM
837
Brookstone Capital Management
Illinois
$329K -$24.3K -66 -7%
CIA
838
Choate Investment Advisors
Massachusetts
$329K +$30.2K +82 +10%
EI
839
Ellevest Inc
New York
$327K +$4.04K +11 +1%
FMLI
840
Fukoku Mutual Life Insurance
Japan
$324K
BIM
841
Baldwin Investment Management
Pennsylvania
$323K -$184K -500 -36%
RFO
842
RiverGlades Family Offices
Florida
$323K
WIA
843
Westbourne Investment Advisors
Maryland
$323K
CFG
844
Cooper Financial Group
California
$323K -$564K -1,534 -63%
CPIG
845
Chicago Partners Investment Group
Illinois
$322K +$114K +310 +51%
RPGK
846
Retirement Planning Group (Kansas)
Kansas
$320K +$1.1K +3 +0.3%
GWMR
847
GC Wealth Management RIA
Massachusetts
$320K -$17.3K -47 -5%
CWG
848
Cornerstone Wealth Group
North Carolina
$319K +$1.84K +5 +0.6%
VHAM
849
Van Hulzen Asset Management
California
$316K -$14M -38,101 -98%
NPF
850
Norris Perne & French
Michigan
$316K -$69.9K -190 -18%

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.