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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
GEA
1001
Glen Eagle Advisors
New Jersey
$7.46K
APW
1002
Acima Private Wealth
Virginia
$6.81K
DIP
1003
DT Investment Partners
Pennsylvania
$6.49K
FGAM
1004
Financial Gravity Asset Management
Texas
$6.44K -$107K -324 -94%
SA
1005
SRH Advisors
Kansas
$5.19K
TFGT
1006
TS Financial Group (TSFG)
Illinois
$5K
PP
1007
PFS Partners
New Jersey
$4.86K
LFA
1008
LGT Financial Advisors
Texas
$4.86K -$194K -586 -98%
CFD
1009
Creative Financial Designs
Indiana
$4.86K
OLVIG
1010
Oliver Lagore Vanvalin Investment Group
Michigan
$4.21K +$4.3K +13 New
CA
1011
Crewe Advisors
Utah
$3.89K -$331 -1 -8%
CT
1012
Colonial Trust
South Carolina
$3.68K
HWM
1013
HighMark Wealth Management
Minnesota
$3.58K -$331 -1 -8%
TFM
1014
TFC Financial Management
Massachusetts
$3.57K -$331 -1 -8%
MA
1015
MCF Advisors
Kentucky
$3.24K
FP
1016
Financial Perspectives
Minnesota
$3.24K +$3.31K +10 New
SIC
1017
SJS Investment Consulting
Ohio
$2.92K
Kayne Anderson Rudnick Investment Management
1018
Kayne Anderson Rudnick Investment Management
California
$2.92K -$1.99K -6 -40%
CWP
1019
Concord Wealth Partners
Virginia
$2.92K
GI
1020
Gradient Investments
Minnesota
$2.92K
NMG
1021
New Millennium Group
Utah
$2.92K
PCTC
1022
Perkins Coie Trust Company
Washington
$2.92K +$2.98K +9 New
CTB
1023
Country Trust Bank
Illinois
$2.59K
AWM
1024
Atticus Wealth Management
Florida
$2.27K
GC
1025
Globeflex Capital
California
$2.27K

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.