We are live on ! Find out more

1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
951
Harbour Investments
Wisconsin
$67.4K -$17.4K -56 -22%
MHR
952
Matthew Hamilton Rosenberg
$66.2K
HCM
953
Hollencrest Capital Management
California
$61.7K -$177K -571 -76%
DCP
954
DSM Capital Partners
Florida
$60.4K -$3.9M -12,584 -99%
AF
955
Advisornet Financial
Minnesota
$59.7K +$5.89K +19 +12%
NCTC
956
New Covenant Trust Company
Indiana
$59.4K +$55.2K +178 New
OCM
957
Orion Capital Management
California
$58.7K
JFGIW
958
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.1K -$50.8K -164 -49%
SVCP
959
Silicon Valley Capital Partners
California
$53.7K
HNB
960
Hilltop National Bank
Wyoming
$51.4K +$47.7K +154 New
FUBT
961
First United Bank & Trust
Maryland
$50.1K
DI
962
DAGCO Inc
Ohio
$50.1K +$46.5K +150 New
EBA
963
Eagle Bay Advisors
New York
$49.7K +$8.37K +27 +22%
FMII
964
Farmers & Merchants Investments Inc
Nebraska
$48.1K -$620 -2 -1%
GIS
965
Grayhawk Investment Strategies
Alberta, Canada
$47.4K
BWAM
966
Boyd Watterson Asset Management
Ohio
$46.1K
CMP
967
Coston McIsaac & Partners
Maine
$46K
SWM
968
Sugarloaf Wealth Management
Georgia
$45.4K
CT
969
Cambridge Trust
Massachusetts
$41.4K -$33.5K -108 -47%
MWM
970
Mascoma Wealth Management
New Hampshire
$37K -$3.41K -11 -9%
RA
971
Rise Advisors
New York
$37K +$34.4K +111 New
BGAI
972
Bruce G. Allen Investments
Colorado
$36.7K -$8.06K -26 -19%
FFA
973
Frazier Financial Advisors
Ohio
$35.4K
PCMC
974
Planning Capital Management Corporation
Pennsylvania
$34.7K
BIA
975
Bell Investment Advisors
California
$33K -$930 -3 -3%

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.