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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
PP
1026
Pacifica Partners
Canada
$10.1K
OA
1027
Operose Advisors
Wisconsin
$10K
CCM
1028
Chilton Capital Management
Texas
$9.01K +$8.37K +27 New
JFA
1029
JNBA Financial Advisors
Minnesota
$8.34K
BAM
1030
Byrne Asset Management
New Jersey
$8.34K +$7.75K +25 New
GEA
1031
Glen Eagle Advisors
New Jersey
$7.68K
VWA
1032
Valued Wealth Advisors
Utah
$7.34K +$930 +3 +16%
BCMLT
1033
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.01K +$4.96K +16 +320%
DIP
1034
DT Investment Partners
Pennsylvania
$6.67K
FG
1035
Fairman Group
Pennsylvania
$6.34K
FPF
1036
First Pacific Financial
Washington
$6.34K +$1.55K +5 +36%
CA
1037
CoreCap Advisors
Michigan
$6.34K +$5.89K +19 New
PCWA
1038
Pacific Capital Wealth Advisors
California
$6.01K +$5.58K +18 New
SA
1039
SRH Advisors
Kansas
$5.34K
DF
1040
Dunhill Financial
United Kingdom
$5.25K +$930 +3 +23%
PP
1041
PFS Partners
New Jersey
$5.01K
PIS
1042
POM Investment Strategies
North Carolina
$5.01K
SC
1043
SouthState Corp
Florida
$5.01K +$4.65K +15 New
WWP
1044
WR Wealth Planners
Missouri
$5.01K +$4.65K +15 New
WIA
1045
Wetzel Investment Advisors
Indiana
$4.63K
AEPWM
1046
Atlantic Edge Private Wealth Management
Florida
$4.34K
WB
1047
Webster Bank
Connecticut
$4K +$3.72K +12 New
AW
1048
Avion Wealth
Texas
$4K
BHWM
1049
Beaird Harris Wealth Management
Texas
$3.67K
FRA
1050
Frank Rimerman Advisors
California
$3.67K

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.