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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
CWC
976
Carolinas Wealth Consulting
North Carolina
$33K +$4.96K +16 +19%
SIC
977
SJS Investment Consulting
Ohio
$31.4K +$26.4K +85 +944%
LI
978
Louisbourg Investments
New Brunswick, Canada
$31K +$4.96K +16 +21%
SSB
979
Sandy Spring Bank
Maryland
$29K +$27K +87 New
EWP
980
Elevation Wealth Partners
California
$28K
C
981
Covestor
United Kingdom
$26K -$310 -1 -1%
CAL
982
Capital Advisors Ltd
Ohio
$26K +$6.2K +20 +34%
GKIM
983
GW&K Investment Management
Massachusetts
$25K -$1.24K -4 -5%
SWA
984
SOA Wealth Advisors
New York
$24.7K
RTC
985
Riverview Trust Company
Washington
$23.7K +$22K +71 New
MFG
986
Mendota Financial Group
Wisconsin
$23.4K
RDFA
987
Ritter Daniher Financial Advisory
Ohio
$23.4K
RWA
988
Redmont Wealth Advisors
Illinois
$21.4K +$19.8K +64 New
USB
989
Union Savings Bank
Connecticut
$21.4K
BWP
990
Baldwin Wealth Partners
Massachusetts
$21K +$620 +2 +3%
VNA
991
Valley National Advisers
Pennsylvania
$21K -$3.41K -11 -15%
RFG
992
RFP Financial Group
Georgia
$20.7K -$3.41K -11 -15%
FGAM
993
Financial Gravity Asset Management
Texas
$20.4K +$7.13K +23 +61%
FPB
994
First PREMIER Bank
South Dakota
$20K +$18.9K +61 New
DJSG
995
D.J. St. Germain
Massachusetts
$19K
CWM
996
Cedar Wealth Management
California
$19K +$17.7K +57 New
SIA
997
Sit Investment Associates
Minnesota
$18K
CYG
998
Clean Yield Group
Vermont
$17K
RFA
999
Register Financial Advisors
Georgia
$16.7K +$15.5K +50 New
BONH
1000
Bank of New Hampshire
New Hampshire
$16.4K -$107K -345 -88%

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.