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1,142 hedge funds and large institutions have $65.8B invested in Aon in 2024 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 408 increasing their positions, 374 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 79

23% more call options, than puts

Call options by funds: $594M | Put options by funds: $484M

19% more capital invested

Capital invested by funds: $55.3B → $65.8B (+$10.5B)

3% more funds holding

Funds holding: 1,1041,142 (+38)

1.06% more ownership

Funds ownership: 86.62%87.67% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 374

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
1,142
Holders Change
+38
Holders Change %
+3.44%
% of All Funds
16.4%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.47%
New
129
Increased
408
Reduced
374
Closed
79
Calls
$594M
Puts
$484M
Net Calls
+$110M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1026
Prestige Wealth Management Group
New Jersey
$43.6K
BWP
1027
Baldwin Wealth Partners
Massachusetts
$43.2K +$23.6K +72 +136%
EB
1028
Eastern Bank
Massachusetts
$42.9K +$40.6K +124 New
EBA
1029
Eagle Bay Advisors
New York
$40.5K -$1.31K -4 -3%
RA
1030
Rise Advisors
New York
$38.6K
MWM
1031
Mascoma Wealth Management
New Hampshire
$38.4K
FPFS
1032
First Personal Financial Services
North Carolina
$37K +$35K +107 New
FFA
1033
Frazier Financial Advisors
Ohio
$36.7K
CWC
1034
Carolinas Wealth Consulting
North Carolina
$36.7K +$1.96K +6 +6%
BIA
1035
Bell Investment Advisors
California
$36K +$654 +2 +2%
CT
1036
Coastline Trust
Rhode Island
$35.3K -$236K -720 -88%
GBT
1037
Grove Bank & Trust
Florida
$34.9K -$72K -220 -69%
ACM
1038
Accent Capital Management
Ohio
$34.9K
AIM
1039
Anchor Investment Management
South Carolina
$34.9K +$30.4K +93 +1,163%
GKIM
1040
GW&K Investment Management
Massachusetts
$34K +$7.85K +24 +32%
LI
1041
Louisbourg Investments
New Brunswick, Canada
$32.2K
MFG
1042
Mendota Financial Group
Wisconsin
$30.8K +$6.22K +19 +27%
SSB
1043
Sandy Spring Bank
Maryland
$30.1K
WTA
1044
Washington Trust Advisors
Massachusetts
$30.1K
EWP
1045
Elevation Wealth Partners
California
$29.1K
C
1046
Covestor
United Kingdom
$28K +$654 +2 +3%
RCM
1047
Raleigh Capital Management
North Carolina
$26.6K +$7.2K +22 +40%
PCMC
1048
Planning Capital Management Corporation
Pennsylvania
$25.9K -$9.49K -29 -28%
CAL
1049
Capital Advisors Ltd
Ohio
$25K +$327 +1 +1%
SWA
1050
SOA Wealth Advisors
New York
$24.2K

AON Hedge Fund Activity: Q3 2024 in Review

1,142 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2024, worth a combined $65.8B — up 19% from $55.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AON positions and 79 closed out — a net gain of 50 holders — while 408 added to existing stakes and 374 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $774M. The largest seller was BlackRock, cutting an estimated $330M.

  • 1,142 institutional investors held Aon (AON) as of Q3 2024, up from 1,104 in Q2 2024.
  • Funds reported $65.8B of Aon stock for Q3 2024, up 19% quarter-over-quarter.
  • 129 funds opened new Aon positions in Q3 2024 and 79 closed out, a net change of +50 holders.
  • The largest Aon buyer in Q3 2024 was JP Morgan Chase, an estimated $774M added.
  • The largest Aon seller in Q3 2024 was BlackRock, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2024.