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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1001
Geneos Wealth Management
Colorado
$154K +$1.1K +3 +0.7%
SWM
1002
Spire Wealth Management
Virginia
$153K +$5.15K +14 +3%
IWA
1003
Icon Wealth Advisors
Texas
$152K
MCM
1004
Manchester Capital Management
Vermont
$150K
SIC
1005
Salem Investment Counselors
North Carolina
$149K
CFO
1006
CVA Family Office
Colorado
$145K +$11K +30 +8%
OC
1007
Oakworth Capital
Alabama
$144K
TFA
1008
Transamerica Financial Advisors
Florida
$136K +$139K +378 New
CCA
1009
Catalyst Capital Advisors
New York
$130K +$49.6K +135 +59%
CIAM
1010
Caitong International Asset Management
Hong Kong
$130K +$133K +362 New
HCP
1011
Hexagon Capital Partners
Arkansas
$126K +$1.47K +4 +1%
STB
1012
S&T Bank
Pennsylvania
$121K +$124K +336 New
IA
1013
IFP Advisors
Florida
$109K -$37.9K -103 -25%
WT
1014
Washington Trust
Rhode Island
$108K
HT
1015
Headlands Technologies
Illinois
$107K -$626K -1,703 -85%
HB
1016
Horizon Bancorp
Indiana
$104K -$9.19K -25 -8%
CSWM
1017
Cassady Schiller Wealth Management
Ohio
$102K +$2.94K +8 +3%
HIA
1018
Harbor Investment Advisory
Maryland
$101K
VCM
1019
Versant Capital Management
Arizona
$98.8K +$32.4K +88 +47%
TCOV
1020
Trust Company of Vermont
Vermont
$97K -$61.8K -168 -38%
GSWM
1021
Golden State Wealth Management
California
$96.3K +$98.5K +268 New
MTC
1022
Matrix Trust Company
Colorado
$96K +$82.7K +225 +549%
AG
1023
AmeriFlex Group
Nevada
$92.7K +$91.9K +250 New
AWM
1024
Avior Wealth Management
Nebraska
$91.1K -$24.6K -67 -21%
HWM
1025
Hemington Wealth Management
Virginia
$90K +$5.88K +16 +7%

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.