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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
KBFS
851
Kohmann Bosshard Financial Services
Ohio
$297K
NA
852
Navellier & Associates
Nevada
$296K
TPI
853
Trust Point Inc
Wisconsin
$294K +$12.1K +37 +5%
GIA
854
Guyasuta Investment Advisors
Pennsylvania
$294K +$278K +850 New
FT
855
Fiduciary Trust
Massachusetts
$293K +$3.93K +12 +1%
NP
856
Nilsine Partners
Colorado
$291K -$37K -113 -12%
AC
857
Avestar Capital
New York
$290K +$274K +839 New
PP
858
PDS Planning
Ohio
$289K +$981 +3 +0.4%
CIA
859
Choate Investment Advisors
Massachusetts
$288K +$33.7K +103 +14%
GVAG
860
Great Valley Advisor Group
Delaware
$288K +$273K +833 New
EB
861
Exchange Bank
California
$288K
WA
862
Wealthstream Advisors
New York
$286K +$2.94K +9 +1%
AC
863
ASB Consultores
Florida
$285K +$4.25K +13 +2%
AWM
864
AE Wealth Management
Kansas
$285K -$239K -731 -47%
HWA
865
Heritage Wealth Advisors
Virginia
$283K +$5.24K +16 +2%
Group One Trading
866
Group One Trading
Illinois
$283K +$19K +58 +8%
OC
867
Oppenheimer & Co
New York
$282K +$6.54K +20 +3%
WF
868
Welch & Forbes
Massachusetts
$281K
AGC
869
Aspen Grove Capital
Colorado
$281K +$981 +3 +0.4%
CIS
870
Connors Investor Services
Pennsylvania
$277K
CI Investments Inc
871
CI Investments Inc
Ontario, Canada
$276K +$15K +46 +6%
IA
872
Inspire Advisors
Idaho
$275K +$1.96K +6 +0.8%
WIA
873
World Investment Advisors
California
$275K +$260K +796 New
LA
874
LVW Advisors
New York
$273K +$27.2K +83 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
875
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$272K -$5.89K -18 -2%

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.