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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
SIA
976
Sit Investment Associates
Minnesota
$18K
CYG
977
Clean Yield Group
Vermont
$16.7K
RFA
978
Register Financial Advisors
Georgia
$16.2K
FMP
979
Financial Management Professionals
Texas
$15K
M
980
MOTCO
Texas
$14.9K -$331 -1 -2%
CWM
981
Cranbrook Wealth Management
Michigan
$13.9K
TIM
982
Tortoise Investment Management
New York
$13.9K
JWM
983
Janiczek Wealth Management
Colorado
$13.6K +$993 +3 +8%
ME
984
McIlrath & Eck
Washington
$13.6K
WTA
985
Washington Trust Advisors
Massachusetts
$13.3K
JFA
986
JNBA Financial Advisors
Minnesota
$13.3K +$5.29K +16 +64%
HIA
987
Harbor Investment Advisory
Maryland
$13.3K -$368K -1,112 -96%
SFG
988
Steward Financial Group
Texas
$13K -$1.65K -5 -11%
VNA
989
Valley National Advisers
Pennsylvania
$13K
AWM
990
Abound Wealth Management
Tennessee
$12.7K +$993 +3 +8%
NFSG
991
Newbridge Financial Services Group
Florida
$12.2K -$3.31K -10 -21%
Jones Financial Companies
992
Jones Financial Companies
Missouri
$11.7K +$6.95K +21 +140%
HWA
993
HHM Wealth Advisors
Tennessee
$10.7K
CTWM
994
Cherry Tree Wealth Management
Minnesota
$10.7K +$10.9K +33 New
EARNEST Partners
995
EARNEST Partners
Georgia
$10.7K
PB
996
Pinnacle Bancorp
Nebraska
$10.7K
PP
997
Pacifica Partners
Canada
$10.1K -$11.2K -34 -52%
QC
998
Quent Capital
New York
$8.43K
BAM
999
Byrne Asset Management
New Jersey
$8K
FRA
1000
Front Row Advisors
California
$7.46K

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.