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1,104 hedge funds and large institutions have $55.3B invested in Aon in 2024 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 392 increasing their positions, 374 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 96

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

19% more call options, than puts

Call options by funds: $453M | Put options by funds: $379M

2% more funds holding

Funds holding: 1,0801,104 (+24)

5% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 374

0.02% more ownership

Funds ownership: 86.6%86.62% (+0.02%)

3% less capital invested

Capital invested by funds: $57.3B → $55.3B (-$1.99B)

Holders
1,104
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
15.94%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
134
Increased
392
Reduced
374
Closed
96
Calls
$453M
Puts
$379M
Net Calls
+$73.7M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1051
DT Investment Partners
Pennsylvania
$5.87K
CHA
1052
Carmichael Hill & Associates
Maryland
$5.87K +$5.91K +20 New
CAS
1053
Coppell Advisory Solutions
Texas
$5.87K +$5.91K +20 New
FG
1054
Fairman Group
Pennsylvania
$5.58K
WIA
1055
Wetzel Investment Advisors
Indiana
$5.01K
VWA
1056
Valued Wealth Advisors
Utah
$4.99K -$1.48K -5 -23%
WWP
1057
WR Wealth Planners
Missouri
$4.99K +$591 +2 +13%
TAM
1058
Tucker Asset Management
Colorado
$4.99K +$5.03K +17 New
DF
1059
Dunhill Financial
United Kingdom
$4.73K
SA
1060
SRH Advisors
Kansas
$4.7K
CFD
1061
Creative Financial Designs
Indiana
$4.4K -$6.8K -23 -61%
PP
1062
PFS Partners
New Jersey
$4.4K
PIS
1063
POM Investment Strategies
North Carolina
$4.4K
CAM
1064
Creekmur Asset Management
Illinois
$4.11K +$4.14K +14 New
AEPWM
1065
Atlantic Edge Private Wealth Management
Florida
$3.82K
FW
1066
Fairway Wealth
Ohio
$3.82K +$3.84K +13 New
WB
1067
Webster Bank
Connecticut
$3.52K
BHWM
1068
Beaird Harris Wealth Management
Texas
$3.23K
LIA
1069
Lynx Investment Advisory
District of Columbia
$3.23K +$3.25K +11 New
HWM
1070
HighMark Wealth Management
Minnesota
$2.96K
DPW
1071
DiNuzzo Private Wealth
Pennsylvania
$2.94K
MA
1072
MCF Advisors
Kentucky
$2.94K
DWA
1073
Delos Wealth Advisors
Texas
$2.64K
SC
1074
SouthState Corp
Florida
$2.64K -$1.77K -6 -40%
NMG
1075
New Millennium Group
Utah
$2.64K +$2.66K +9 New

AON Hedge Fund Activity: Q2 2024 in Review

1,104 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2024, worth a combined $55.3B — down 3.5% from $57.3B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AON positions and 96 closed out — a net gain of 38 holders — while 392 added to existing stakes and 374 trimmed.

The largest buyer was HPS Investment Partners, opening a new position worth an estimated $1.28B. The largest seller was Capital International Investors, cutting an estimated $899M.

  • 1,104 institutional investors held Aon (AON) as of Q2 2024, up from 1,080 in Q1 2024.
  • Funds reported $55.3B of Aon stock for Q2 2024, down 3.5% quarter-over-quarter.
  • 134 funds opened new Aon positions in Q2 2024 and 96 closed out, a net change of +38 holders.
  • The largest Aon buyer in Q2 2024 was HPS Investment Partners, an estimated $1.28B added.
  • The largest Aon seller in Q2 2024 was Capital International Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q2 2024.