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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
AAS
926
Ameritas Advisory Services
Nebraska
$227K +$215K +658 New
FFA
927
Fairfield Financial Advisors
Massachusetts
$227K
CFFP
928
Center for Financial Planning
Michigan
$226K -$65.4K -200 -23%
RFG
929
REAP Financial Group
Texas
$226K +$327 +1 +0.2%
UPS
930
UHLMANN PRICE SECURITIES
Illinois
$225K +$213K +651 New
PP
931
Paloma Partners
Connecticut
$225K -$119K -364 -36%
BEI
932
Benjamin Edwards Inc
Missouri
$224K +$212K +647 New
OWA
933
One Wealth Advisors
California
$224K
FFA
934
Fragasso Financial Advisors
Pennsylvania
$224K +$212K +647 New
FWA
935
FSM Wealth Advisors
Ohio
$222K +$210K +643 New
TNA
936
True North Advisors
Texas
$221K -$23.9K -73 -10%
EWM
937
Empirical Wealth Management
Washington
$221K +$209K +640 New
PC
938
Port Capital
Illinois
$219K -$87.4K -267 -30%
WA
939
Waddell & Associates
Tennessee
$218K +$206K +629 New
SWK
940
Stephen W. Kidder
$216K +$204K +625 New
CPIG
941
Chicago Partners Investment Group
Illinois
$216K -$2.29K -7 -1%
GWM
942
Gitterman Wealth Management
New Jersey
$215K +$203K +622 New
JSAM
943
J. Safra Asset Management
New York
$215K
VCP
944
Verus Capital Partners
Arizona
$215K +$203K +620 New
S
945
Sunpointe
Missouri
$212K +$201K +613 New
BCA
946
Bay Colony Advisors
Massachusetts
$212K +$201K +613 New
SI
947
Seeds Investor
New York
$212K +$200K +612 New
SF
948
Summit Financial
New Jersey
$211K +$200K +611 New
NFC
949
Northeast Financial Consultants
Connecticut
$211K +$200K +610 New
1WA
950
180 Wealth Advisors
Washington
$211K +$199K +609 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.