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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
KIA
951
KCM Investment Advisors
California
$211K +$199K +609 New
MP
952
McDonald Partners
Ohio
$210K +$199K +608 New
IAIM
953
International Assets Investment Management
Florida
$210K +$85.7M +261,870 New
FHA
954
Flagship Harbor Advisors
Massachusetts
$209K +$198K +604 New
RT
955
Rockland Trust
Massachusetts
$208K +$197K +602 New
PA
956
Procyon Advisors
Connecticut
$208K -$265K -811 -58%
AA
957
Alta Advisers
United Kingdom
$208K
HTHT
958
Hemenway Trust Hemenway Trust
New Hampshire
$208K +$196K +600 New
CA
959
Cornerstone Advisory
Maryland
$206K +$195K +596 New
JSW
960
Journey Strategic Wealth
New Jersey
$206K +$195K +595 New
OPPS
961
Obsidian Personal Planning Solutions
Maryland
$204K +$182K +555 New
MCCA
962
Mill Creek Capital Advisors
Pennsylvania
$203K -$73K -223 -27%
CH
963
Cromwell Holdings
Wyoming
$203K
BAAM
964
Baker Avenue Asset Management
California
$203K +$192K +587 New
ACC
965
Acorn Creek Capital
Colorado
$203K +$192K +586 New
NG
966
Norden Group
Utah
$203K +$191K +585 New
LSA
967
Lansing Street Advisors
Pennsylvania
$202K +$191K +584 New
CHP
968
Cable Hill Partners
Oregon
$200K +$189K +579 New
CTA
969
Colonial Trust Advisors
South Carolina
$199K -$8.18K -25 -4%
CWA
970
Carolina Wealth Advisors
South Carolina
$193K +$8.18K +25 +5%
MPWT
971
MassMutual Private Wealth & Trust
Connecticut
$185K +$12.1K +37 +7%
AGWCA
972
Annis Gardner Whiting Capital Advisors
Florida
$175K -$9.49K -29 -5%
LI
973
LRI Investments
Florida
$174K +$100K +307 +198%
AA
974
Addison Advisors
Vermont
$173K
ST
975
Smithfield Trust
Pennsylvania
$171K

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.