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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
1WA
876
180 Wealth Advisors
Washington
$212K +$8.6K +26 +4%
MC
877
Moors & Cabot
Massachusetts
$211K +$215K +651 New
PWMAG
878
Pinnacle Wealth Management Advisory Group
New Jersey
$209K -$8.27K -25 -4%
GC
879
Gilbert & Cook
Iowa
$209K +$17.2K +52 +9%
SM
880
Sciencast Management
New Jersey
$209K +$213K +645 New
MCCA
881
Mill Creek Capital Advisors
Pennsylvania
$207K -$45K -136 -18%
BJL
882
Brighton Jones LLC
Washington
$205K +$209K +632 New
VCP
883
Verus Capital Partners
Arizona
$204K -$8.27K -25 -4%
WA
884
Waddell & Associates
Tennessee
$204K +$208K +629 New
GA
885
Gateway Advisory
New Jersey
$204K +$8.6K +26 +4%
AWM
886
Axxcess Wealth Management
California
$202K +$993 +3 +0.5%
JSAM
887
J. Safra Asset Management
New York
$200K
MCM
888
Manchester Capital Management
Vermont
$199K
CTA
889
Colonial Trust Advisors
South Carolina
$198K
GWMIA
890
Global Wealth Management Investment Advisory
Florida
$197K
AA
891
Alta Advisers
United Kingdom
$195K
FFA
892
Fairfield Financial Advisors
Massachusetts
$195K +$92.6K +280 +88%
MPWT
893
MassMutual Private Wealth & Trust
Connecticut
$191K +$28.8K +87 +17%
CAL
894
Capital Analysts LLC
Pennsylvania
$185K
SWM
895
Spire Wealth Management
Virginia
$173K -$92.3K -279 -34%
CWA
896
Carolina Wealth Advisors
South Carolina
$172K
AGWCA
897
Annis Gardner Whiting Capital Advisors
Florida
$171K +$174K +526 New
AAP
898
Arax Advisory Partners
Colorado
$170K -$331 -1 -0.2%
MAM
899
Meeder Asset Management
Ohio
$165K +$168K +508 New
AA
900
Addison Advisors
Vermont
$162K

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.