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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
RWA
901
River Wealth Advisors
Pennsylvania
$251K +$3.27K +10 +1%
ABWM
902
Alpine Bank Wealth Management
Colorado
$251K +$237K +725 New
WBC
903
Westpac Banking Corp
Australia
$250K +$654 +2 +0.3%
WP
904
WMS Partners
Maryland
$249K -$124K -379 -34%
MSR
905
Main Street Research
Connecticut
$249K
CG
906
Clifford Group
Massachusetts
$246K
PNC
907
Park National Corp
Ohio
$243K
KWM
908
Kolinsky Wealth Management
New Jersey
$243K +$2.29K +7 +1%
MCM
909
Marathon Capital Management
Maryland
$242K
CNB
910
Camden National Bank
Maine
$242K +$229K +700 New
AAP
911
Arax Advisory Partners
Colorado
$241K +$4.25K +13 +2%
TWA
912
TCI Wealth Advisors
Arizona
$240K +$227K +694 New
IB
913
Intrust Bank
Kansas
$239K +$226K +691 New
AFT
914
Alpha Family Trust
California
$239K
NC
915
NovaPoint Capital
Georgia
$237K
CFG
916
Carr Financial Group
Massachusetts
$234K +$221K +676 New
HWA
917
HCR Wealth Advisors
California
$234K +$221K +676 New
DA
918
Dover Advisors
Virginia
$234K +$221K +675 New
EWA
919
EverSource Wealth Advisors
Alabama
$231K -$60.2K -184 -22%
EFG
920
Everhart Financial Group
Ohio
$231K +$218K +667 New
CC
921
Centiva Capital
New York
$229K +$216K +661 New
DWA
922
Dougherty Wealth Advisers
Minnesota
$228K
SEIA
923
Signature Estate & Investment Advisors
California
$228K +$216K +659 New
SW
924
Simplicity Wealth
New Jersey
$228K -$3.1M -9,475 -94%
EL
925
Essex LLC
Illinois
$228K +$215K +658 New

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.