We are live on ! Find out more

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
SS
1026
Sunbelt Securities
Texas
$2.27K
ECM
1027
Everence Capital Management
Indiana
$1.8K
BCMLT
1028
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.73K
DF
1029
DecisionPoint Financial
Arizona
$1.62K
AFG
1030
Albion Financial Group
Utah
$1.62K +$1.65K +5 New
CP
1031
Castleview Partners
Texas
$1.62K
HWP
1032
Highline Wealth Partners
California
$1.3K
WWM
1033
Wolff Wiese Magana
California
$1.3K
AW
1034
Avion Wealth
Texas
$1K -$331 -1 -11%
HBW
1035
Hazlett, Burt & Watson
West Virginia
$1K
TFA
1036
Transamerica Financial Advisors
Florida
$1K
CAM
1037
ClariVest Asset Management
California
$1K +$662 +2 New
FSWA
1038
Financial Synergies Wealth Advisors
Texas
$973
CCMI
1039
Creative Capital Management Investments
California
$648
PWA
1040
Provenance Wealth Advisors
Florida
$648 +$662 +2 New
PWMG
1041
Provence Wealth Management Group
California
$648 +$662 +2 New
CPG
1042
Cornerstone Planning Group
New Jersey
$324 -$2.65K -8 -89%
MIM
1043
MetLife Investment Management
New Jersey
-$17.9M -51,801 Closed
SFI
1044
Susquehanna Fundamental Investments
Pennsylvania
-$14.8M -42,965 Closed
KWILP
1045
Kiwi Wealth Investments Limited Partnership
New Zealand
-$13.7M -39,711 Closed
VIA
1046
Vident Investment Advisory
Georgia
-$10.7M -30,856 Closed
MWM
1047
Moran Wealth Management
Florida
-$8.67M -25,120 Closed
NO
1048
Ninety One
South Africa
-$4.56M -13,176 Closed
Voloridge Investment Management
1049
Voloridge Investment Management
Florida
-$4.14M -12,003 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1050
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.52M -10,192 Closed

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.