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Aon
AON

1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 26 → 28 (+2)

2% more funds holding

Funds holding: 1,058 → 1,080 (+22)

1.85% less ownership

Funds ownership: 88.45% → 86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$327M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$250M
3
MG
Meritage Group
California
+$240M
4
DZ Bank
DZ Bank
Germany
+$221M
5
FCM
Farallon Capital Management
California
+$196M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.6B
2
GQG Partners
GQG Partners
Florida
-$512M
3
Artisan Partners
Artisan Partners
Wisconsin
-$172M
4
Bessemer Group
Bessemer Group
New Jersey
-$171M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
876
HCR Wealth Advisors
California
$226K +$210K +676 New
TWA
877
TCI Wealth Advisors
Arizona
$225K +$209K +675 New
FFA
878
Farther Finance Advisors
California
$225K +$99.5K +321 +89%
BFS
879
Bradley Foster & Sargent
Connecticut
$222K +$206K +666 New
CFSG
880
Community Financial Services Group
Vermont
$222K +$206K +666 New
DAS
881
Diversify Advisory Services
Utah
$222K +$209K +674 New
DCM
882
Donaldson Capital Management
Indiana
$221K -$11.8K -38 -5%
AWA
883
Aaron Wealth Advisors
Illinois
$220K -$18K -58 -8%
GC
884
Gilbert & Cook
Iowa
$220K +$205K +660 New
ACC
885
Acorn Creek Capital
Colorado
$220K -$21.4K -69 -9%
DWA
886
Dougherty Wealth Advisers
Minnesota
$220K – – –
EL
887
Essex LLC
Illinois
$220K -$130K -420 -39%
MCCA
888
Mill Creek Capital Advisors
Pennsylvania
$219K +$204K +657 New
BJL
889
Brighton Jones LLC
Washington
$217K +$202K +651 New
PAM
890
Paradigm Asset Management
New York
$217K -$77.5K -250 -28%
RFG
891
REAP Financial Group
Texas
$217K -$5.58K -18 -3%
CL
892
Choreo LLC
Illinois
$216K +$201K +647 New
EWM
893
Empirical Wealth Management
Washington
$214K +$199K +642 New
CTA
894
Colonial Trust Advisors
South Carolina
$214K +$9.61K +31 +5%
OTPPB
895
Ontario Teachers' Pension Plan Board
Ontario, Canada
$212K -$1.22M -3,920 -86%
WGC
896
Watts Gwilliam & Co
Arizona
$212K +$228K +735 New
MCM
897
Manchester Capital Management
Vermont
$212K – – –
AG
898
AlTi Global
New York
$212K +$197K +634 New
VCP
899
Verus Capital Partners
Arizona
$210K +$195K +630 New
WA
900
Waddell & Associates
Tennessee
$210K +$195K +629 New
34 35
36
37 38

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.