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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
901
River Wealth Advisors
Pennsylvania
$261K +$368 +1 +0.1%
ACM
902
Andina Capital Management
Utah
$260K -$19.9K -54 -7%
MSR
903
Main Street Research
Connecticut
$259K
CNB
904
Camden National Bank
Maine
$256K +$5.15K +14 +2%
CG
905
Clifford Group
Massachusetts
$255K
AA
906
Alta Advisers
United Kingdom
$255K +$40.4K +110 +18%
FWA
907
FSM Wealth Advisors
Ohio
$251K +$14.3K +39 +6%
BEI
908
Benjamin Edwards Inc
Missouri
$251K +$18.4K +50 +8%
WP
909
WMS Partners
Maryland
$250K -$8.82K -24 -3%
MAM
910
McLean Asset Management
Virginia
$250K -$28.7K -78 -10%
RWP
911
RWA Wealth Partners
Massachusetts
$250K +$256K +695 New
MAA
912
Matrix Asset Advisors
New York
$248K +$254K +691 New
AFT
913
Alpha Family Trust
California
$248K
CNBOF
914
City National Bank of Florida
Florida
$247K +$253K +689 New
GGA
915
Granite Group Advisors
Connecticut
$247K -$109K -297 -30%
CA
916
Cornerstone Advisory
Maryland
$247K +$15.8K +43 +7%
NC
917
NovaPoint Capital
Georgia
$246K
EWA
918
EverSource Wealth Advisors
Alabama
$245K +$5.15K +14 +2%
IAN
919
Integrated Advisors Network
Texas
$243K -$21K -57 -8%
HWA
920
HCR Wealth Advisors
California
$243K +$368 +1 +0.1%
CFG
921
Carr Financial Group
Massachusetts
$243K
DA
922
Dover Advisors
Virginia
$242K
GS
923
GWN Securities
Florida
$242K +$241K +655 New
EWM
924
Empirical Wealth Management
Washington
$242K +$12.1K +33 +5%
ADL
925
Asset Dedication LLC
California
$241K -$81.3K -221 -25%

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.