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1,104 hedge funds and large institutions have $55.3B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 392 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

19% more call options, than puts

Call options by funds: $453M | Put options by funds: $379M

2% more funds holding

Funds holding: 1,0801,104 (+24)

5% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 374

0.02% more ownership

Funds ownership: 86.6%86.62% (+0.02%)

3% less capital invested

Capital invested by funds: $57.3B → $55.3B (-$1.99B)

Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
15.94%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
392
Reduced
374
Closed
96
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
926
Cromwell Holdings
Wyoming
$173K +$174K +588 New
CPG
927
Cornerstone Planning Group
New Jersey
$159K +$142K +480 +16,000%
OWA
928
Opal Wealth Advisors
New York
$159K +$160K +541 New
AGWCA
929
Annis Gardner Whiting Capital Advisors
Florida
$157K -$5.03K -17 -3%
CWA
930
Carolina Wealth Advisors
South Carolina
$156K
CC
931
Cultivar Capital
Texas
$149K +$150K +509 New
AA
932
Addison Advisors
Vermont
$147K
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$146K +$5.62K +19 +4%
ST
934
Smithfield Trust
Pennsylvania
$145K -$10.1K -34 -6%
GI
935
GAMMA Investing
California
$144K +$24.2K +82 +20%
MAM
936
Magellan Asset Management
Australia
$144K +$46.4K +157 +47%
FFL
937
Financial Freedom LLC
Ohio
$144K
CAL
938
Capital Analysts LLC
Pennsylvania
$141K -$26.9K -91 -16%
IWA
939
Icon Wealth Advisors
Texas
$139K
SAM
940
Smartleaf Asset Management
Massachusetts
$137K +$24.5K +83 +22%
GLR
941
Great Lakes Retirement
Ohio
$137K +$138K +466 New
IA
942
IFP Advisors
Florida
$136K -$10.9K -37 -7%
SIC
943
Salem Investment Counselors
North Carolina
$122K
SWM
944
Spire Wealth Management
Virginia
$120K -$2.66K -9 -2%
TCOV
945
Trust Company of Vermont
Vermont
$118K
OC
946
Oakworth Capital
Alabama
$118K +$55.3K +187 +87%
OP
947
ORG Partners
Indiana
$118K +$119K +401 New
HCP
948
Hexagon Capital Partners
Arkansas
$116K +$6.8K +23 +6%
NS
949
NBC Securities
Alabama
$115K -$591 -2 -0.5%
CFO
950
CVA Family Office
Colorado
$101K +$5.32K +18 +6%

AON Hedge Fund Activity: Q2 2024 in Review

1,104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2024, worth a combined $55.3B — down 3.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AON positions and 96 closed out — a net gain of 38 holders — while 392 added to existing stakes and 374 trimmed.

The largest buyer was HPS Investment Partners, opening a new position worth an estimated $1.28B. The largest seller was Capital International Investors, cutting an estimated $899M.

  • 1,104 institutional investors held Aon (AON) as of Q2 2024, up from 1,080 in Q1 2024.
  • Funds reported $55.3B of Aon stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 134 funds opened new Aon positions in Q2 2024 and 96 closed out, a net change of +38 holders.
  • The largest Aon buyer in Q2 2024 was HPS Investment Partners, an estimated $1.28B added.
  • The largest Aon seller in Q2 2024 was Capital International Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2024.