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1,187 hedge funds and large institutions have $69B invested in Aon in 2024 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 416 increasing their positions, 407 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 82

60% more call options, than puts

Call options by funds: $937M | Put options by funds: $585M

6% more funds holding in top 10

Funds holding in top 10: 3335 (+2)

4% more funds holding

Funds holding: 1,1421,187 (+45)

1.21% more ownership

Funds ownership: 87.67%88.88% (+1.2%)

5% more capital invested

Capital invested by funds: $65.8B → $69B (+$3.23B)

2% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 407

Holders
1,187
Holders Change
+45
Holders Change %
+3.94%
% of All Funds
15.63%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.46%
New
141
Increased
416
Reduced
407
Closed
82
Calls
$937M
Puts
$585M
Net Calls
+$352M
Net Calls Change
+$242M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1051
Prestige Wealth Management Group
New Jersey
$45.3K
ETC
1052
Exchange Traded Concepts
Oklahoma
$44.9K -$30.9K -84 -40%
CWC
1053
Carolinas Wealth Consulting
North Carolina
$43.1K +$5.15K +14 +13%
RS
1054
R Squared
Hong Kong
$43.1K +$44.1K +120 New
RA
1055
Rise Advisors
New York
$40.1K +$368 +1 +0.9%
MWM
1056
Mascoma Wealth Management
New Hampshire
$39.9K
EBA
1057
Eagle Bay Advisors
New York
$39.5K -$2.57K -7 -6%
CCM
1058
Chilton Capital Management
Texas
$39.5K +$29.8K +81 +279%
KIM
1059
Kestra Investment Management
Texas
$39.3K +$40.4K +110 New
CWM
1060
Centricity Wealth Management
Ohio
$38.8K +$39.7K +108 New
GKIM
1061
GW&K Investment Management
Massachusetts
$38K +$2.21K +6 +6%
FFA
1062
Frazier Financial Advisors
Ohio
$37.9K
BIA
1063
Bell Investment Advisors
California
$37.4K
C
1064
Covestor
United Kingdom
$37K +$7.72K +21 +26%
EWP
1065
Elevation Wealth Partners
California
$36.6K +$6.62K +18 +21%
MWA
1066
Medallion Wealth Advisors
Connecticut
$35.9K +$36.8K +100 New
MEG
1067
Millstone Evans Group
Colorado
$32.3K +$33.1K +90 New
SSB
1068
Sandy Spring Bank
Maryland
$31.2K
RFS
1069
Richardson Financial Services
Massachusetts
$30.4K +$29.8K +81 +2,025%
CAL
1070
Capital Advisors Ltd
Ohio
$30K +$4.04K +11 +15%
EPW
1071
Endeavor Private Wealth
Kansas
$29.5K +$30.2K +82 New
RCM
1072
Raleigh Capital Management
North Carolina
$28.7K +$1.1K +3 +4%
AIM
1073
Anchor Investment Management
South Carolina
$28.7K -$7.72K -21 -21%
SWA
1074
SOA Wealth Advisors
New York
$25.1K
USB
1075
Union Savings Bank
Connecticut
$24.8K

AON Hedge Fund Activity: Q4 2024 in Review

1,187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2024, worth a combined $69B — up 4.9% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new AON positions and 82 closed out — a net gain of 59 holders — while 416 added to existing stakes and 407 trimmed.

The largest buyer was Artisan Partners, adding an estimated $353M. The largest seller was WCM Investment Management, cutting an estimated $529M.

  • 1,187 institutional investors held Aon (AON) as of Q4 2024, up from 1,142 in Q3 2024.
  • Funds reported $69B of Aon stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 141 funds opened new Aon positions in Q4 2024 and 82 closed out, a net change of +59 holders.
  • The largest Aon buyer in Q4 2024 was Artisan Partners, an estimated $353M added.
  • The largest Aon seller in Q4 2024 was WCM Investment Management, an estimated $529M sold.

Based on aggregated 13F filings for Q4 2024.