We are live on ! Find out more
AON icon

Aon
AON

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: 26 → 28 (+2)

2% more funds holding

Funds holding: 1,058 → 1,080 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$327M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$250M
3
MG
Meritage Group
California
+$240M
4
DZ Bank
DZ Bank
Germany
+$221M
5
FCM
Farallon Capital Management
California
+$196M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.6B
2
GQG Partners
GQG Partners
Florida
-$512M
3
Artisan Partners
Artisan Partners
Wisconsin
-$172M
4
Bessemer Group
Bessemer Group
New Jersey
-$171M
5
VNIM
Vaughan Nelson Investment Management
Texas
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1051
HighMark Wealth Management
Minnesota
$3.36K – – –
MA
1052
MCF Advisors
Kentucky
$3.34K -$7.75K -25 -71%
DPW
1053
DiNuzzo Private Wealth
Pennsylvania
$3.34K – – –
DWA
1054
Delos Wealth Advisors
Texas
$3K +$2.79K +9 New
CT
1055
Colonial Trust
South Carolina
$2.89K – – –
TFM
1056
TFC Financial Management
Massachusetts
$2.67K -$930 -3 -27%
CTB
1057
Country Trust Bank
Illinois
$2.67K – – –
AIM
1058
Anchor Investment Management
South Carolina
$2.67K +$2.48K +8 New
CAC
1059
Core Alternative Capital
Georgia
$2.34K -$33.8K -109 -94%
GC
1060
Globeflex Capital
California
$2.34K – – –
SS
1061
Sunbelt Securities
Texas
$2.34K – – –
ECM
1062
Everence Capital Management
Indiana
$2.28K – – –
KWAG
1063
Kiely Wealth Advisory Group
North Carolina
$1.98K – – –
WF
1064
WoodTrust Financial
Wisconsin
$1.76K +$39.7K +128 +2%
CP
1065
Castleview Partners
Texas
$1.67K +$310 +1 +25%
JPWM
1066
Jamison Private Wealth Management
Georgia
$1.67K +$1.55K +5 New
DF
1067
DecisionPoint Financial
Arizona
$1.43K – – –
HWP
1068
Highline Wealth Partners
California
$1.33K – – –
WWM
1069
Wolff Wiese Magana
California
$1.33K – – –
FSWA
1070
Financial Synergies Wealth Advisors
Texas
$1K +$620 +2 +200%
GI
1071
Gradient Investments
Minnesota
$1K -$1.86K -6 -67%
PWA
1072
Provenance Wealth Advisors
Florida
$1K – – –
RFS
1073
Richardson Financial Services
Massachusetts
$1K +$620 +2 New
NL
1074
NVWM LLC
Pennsylvania
$1K +$930 +3 New
TFA
1075
Transamerica Financial Advisors
Florida
$1K – – –
41 42
43
44 45

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.