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1,104 hedge funds and large institutions have $55.3B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 392 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

19% more call options, than puts

Call options by funds: $453M | Put options by funds: $379M

2% more funds holding

Funds holding: 1,0801,104 (+24)

5% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 374

0.02% more ownership

Funds ownership: 86.6%86.62% (+0.02%)

3% less capital invested

Capital invested by funds: $57.3B → $55.3B (-$1.99B)

Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
15.94%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
392
Reduced
374
Closed
96
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
C
1001
Covestor
United Kingdom
$23K +$591 +2 +3%
GKIM
1002
GW&K Investment Management
Massachusetts
$22K +$296 +1 +1%
CAL
1003
Capital Advisors Ltd
Ohio
$21K -$2.37K -8 -10%
VNA
1004
Valley National Advisers
Pennsylvania
$21K +$2.96K +10 +16%
RTC
1005
Riverview Trust Company
Washington
$20.8K
SWA
1006
SOA Wealth Advisors
New York
$20.6K -$1.18K -4 -5%
MFG
1007
Mendota Financial Group
Wisconsin
$20.6K
S
1008
Sachetta
Massachusetts
$20.1K +$2.37K +8 +15%
RWA
1009
Redmont Wealth Advisors
Illinois
$18.8K
USB
1010
Union Savings Bank
Connecticut
$18.8K
PB
1011
Pinnacle Bancorp
Nebraska
$18.5K +$5.62K +19 +43%
RFG
1012
RFP Financial Group
Georgia
$18.2K
UWS
1013
Unique Wealth Strategies
Illinois
$17.8K +$15.7K +53 New
DJSG
1014
D.J. St. Germain
Massachusetts
$16.7K
MAM
1015
Meeder Asset Management
Ohio
$16.7K +$3.25K +11 +24%
CCM
1016
Chilton Capital Management
Texas
$16.4K +$8.57K +29 +107%
RCM
1017
Raleigh Capital Management
North Carolina
$16.1K +$2.66K +9 +20%
SIA
1018
Sit Investment Associates
Minnesota
$16K
BWP
1019
Baldwin Wealth Partners
Massachusetts
$15.6K -$2.96K -10 -16%
RDFA
1020
Ritter Daniher Financial Advisory
Ohio
$15.3K -$5.32K -18 -26%
CYG
1021
Clean Yield Group
Vermont
$15K
RFA
1022
Register Financial Advisors
Georgia
$14.7K
TIM
1023
Tortoise Investment Management
New York
$13.8K
AP
1024
Aspect Partners
Virginia
$13.5K
BONH
1025
Bank of New Hampshire
New Hampshire
$13.2K -$1.18K -4 -8%

AON Hedge Fund Activity: Q2 2024 in Review

1,104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2024, worth a combined $55.3B — down 3.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AON positions and 96 closed out — a net gain of 38 holders — while 392 added to existing stakes and 374 trimmed.

The largest buyer was HPS Investment Partners, opening a new position worth an estimated $1.28B. The largest seller was Capital International Investors, cutting an estimated $899M.

  • 1,104 institutional investors held Aon (AON) as of Q2 2024, up from 1,080 in Q1 2024.
  • Funds reported $55.3B of Aon stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 134 funds opened new Aon positions in Q2 2024 and 96 closed out, a net change of +38 holders.
  • The largest Aon buyer in Q2 2024 was HPS Investment Partners, an estimated $1.28B added.
  • The largest Aon seller in Q2 2024 was Capital International Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2024.