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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
TWC
926
TD Waterhouse Canada
Ontario, Canada
$78K -$331 -1 -0.5%
GWSG
927
GPS Wealth Strategies Group
Colorado
$77K
CT
928
Cambridge Trust
Massachusetts
$75.2K -$11.2K -34 -13%
OC
929
Oakworth Capital
Alabama
$74.6K -$662 -2 -0.9%
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K +$61.2K +185 +500%
GFPC
931
Global Financial Private Client
Florida
$71.3K
OP
932
ORG Partners
Indiana
$70.7K -$14.9K -45 -17%
CAC
933
Core Alternative Capital
Georgia
$65.9K
CH
934
Canton Hathaway
Rhode Island
$65K
RFA
935
Resurgent Financial Advisors
Georgia
$62.3K -$54.9K -166 -46%
CCP
936
Carmel Capital Partners
California
$62.3K +$63.5K +192 New
MHR
937
Matthew Hamilton Rosenberg
$61K
FFA
938
Farther Finance Advisors
California
$59.3K -$6.29K -19 -9%
SV
939
Sturgeon Ventures
United Kingdom
$58.4K
CCA
940
Column Capital Advisors
Indiana
$57.1K
MWM
941
Mascoma Wealth Management
New Hampshire
$57.1K +$17.9K +54 +44%
OCM
942
Orion Capital Management
California
$57.1K +$58.2K +176 New
SVCP
943
Silicon Valley Capital Partners
California
$52K
AF
944
Advisornet Financial
Minnesota
$51.2K -$15.6K -47 -23%
FMII
945
Farmers & Merchants Investments Inc
Nebraska
$47.7K
GIS
946
Grayhawk Investment Strategies
Alberta, Canada
$46K
CMP
947
Coston McIsaac & Partners
Maine
$45K
BWAM
948
Boyd Watterson Asset Management
Ohio
$44.7K
SWM
949
Sugarloaf Wealth Management
Georgia
$44.1K
EBA
950
Eagle Bay Advisors
New York
$43.4K -$1.65K -5 -4%

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.