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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
TNA
851
True North Advisors
Texas
$236K
CAG
852
Csenge Advisory Group
Florida
$233K -$112K -340 -32%
HNW
853
High Note Wealth
Minnesota
$233K +$238K +718 New
CWG
854
Cornerstone Wealth Group
North Carolina
$232K +$1.99K +6 +0.8%
DOA
855
D'Orazio & Associates
Virginia
$231K +$236K +714 New
JF
856
Jump Financial
Illinois
$231K +$236K +713 New
KP
857
Keel Point
Alabama
$229K +$3.97K +12 +2%
RWA
858
River Wealth Advisors
Pennsylvania
$229K
BTWM
859
Baker Tilly Wealth Management
Wisconsin
$228K -$334K -1,009 -59%
MFG
860
Merit Financial Group
Georgia
$227K -$140K -424 -38%
HC
861
Henshaw Capital
Massachusetts
$227K
MCM
862
Marathon Capital Management
Maryland
$227K
EL
863
Essex LLC
Illinois
$227K
NC
864
NovaPoint Capital
Georgia
$222K -$331 -1 -0.1%
CI Investments Inc
865
CI Investments Inc
Ontario, Canada
$220K +$7.28K +22 +3%
CFG
866
Carr Financial Group
Massachusetts
$219K
AAS
867
Avantax Advisory Services
Texas
$218K +$15.6K +47 +7%
CWM
868
Congress Wealth Management
Massachusetts
$217K -$58.6K -177 -21%
WCAMG
869
Woodard & Company Asset Management Group
North Carolina
$217K
TWA
870
TCI Wealth Advisors
Arizona
$217K +$2.32K +7 +1%
IAN
871
Integrated Advisors Network
Texas
$215K +$10.6K +32 +5%
FLPIM
872
F.L. Putnam Investment Management
Massachusetts
$215K -$1.99K -6 -0.9%
DWA
873
Dougherty Wealth Advisers
Minnesota
$214K
WA
874
Wealthstream Advisors
New York
$213K +$218K +658 New
KWM
875
Kolinsky Wealth Management
New Jersey
$213K -$2.32K -7 -1%

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.