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
PFM
1051
Patton Fund Management
Texas
-$2.88M -8,348 Closed
V
1052
Veritable
Delaware
-$1.76M -5,104 Closed
Jacobs Levy Equity Management
1053
Jacobs Levy Equity Management
New Jersey
-$1.58M -4,584 Closed
TAF
1054
Tredje AP-fonden
Sweden
-$1.35M -3,911 Closed
SLA
1055
Silver Lake Advisory
Utah
-$1.25M -3,623 Closed
WI
1056
WBI Investments
New Jersey
-$1.06M -3,073 Closed
AL
1057
Arnhold LLC
New York
-$1.05M -3,054 Closed
OQS
1058
Occudo Quantitative Strategies
Florida
-$1.02M -2,959 Closed
CSS
1059
Cubist Systematic Strategies
Connecticut
-$936K -2,711 Closed
FMAEN1
1060
Fund Management at Engine No 1
California
-$918K -2,660 Closed
BC
1061
Bridgefront Capital
Texas
-$902K -2,612 Closed
VAS
1062
Vestmark Advisory Solutions
Massachusetts
-$900K -2,608 Closed
MLA
1063
My Legacy Advisors
Oregon
-$793K -2,355 Closed
PP
1064
Paloma Partners
Connecticut
-$779K -2,256 Closed
TPA
1065
Trivium Point Advisory
Connecticut
-$750K -2,174 Closed
AIM
1066
Aigen Investment Management
New York
-$697K -2,018 Closed
SAG
1067
SageView Advisory Group
California
-$633K -1,833 Closed
PA
1068
Prossimo Advisors
California
-$587K -1,701 Closed
LCM
1069
Landscape Capital Management
New Jersey
-$453K -1,312 Closed
MC
1070
Maverick Capital
Texas
-$432K -1,252 Closed
VWA
1071
V Wealth Advisors
Kansas
-$373K -1,081 Closed
AAS
1072
Annex Advisory Services
Wisconsin
-$285K -825 Closed
WorldQuant Millennium Advisors
1073
WorldQuant Millennium Advisors
New York
-$277K -801 Closed
BC
1074
Brookfield Corp
Ontario, Canada
-$273K -792 Closed
EWM
1075
Empirical Wealth Management
Washington
-$268K -775 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.