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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
WTA
1076
Washington Trust Advisors
Massachusetts
$21.2K -$10.3K -28 -32%
PB
1077
Pinnacle Bancorp
Nebraska
$20.8K -$1.84K -5 -8%
DJSG
1078
D.J. St. Germain
Massachusetts
$20.5K
PSFG
1079
Park Square Financial Group
Georgia
$20.5K +$21K +57 New
HWA
1080
HHM Wealth Advisors
Tennessee
$19K +$2.94K +8 +18%
MAM
1081
Meeder Asset Management
Ohio
$19K -$1.47K -4 -7%
SIA
1082
Sit Investment Associates
Minnesota
$19K
RDFA
1083
Ritter Daniher Financial Advisory
Ohio
$18.7K
OC
1084
Oarsman Capital
Wisconsin
$18K
AFG
1085
Albion Financial Group
Utah
$16.9K +$5.88K +16 +52%
AF
1086
Atala Financial
California
$16.9K +$17.3K +47 New
TIM
1087
Tortoise Investment Management
New York
$16.5K -$3.31K -9 -16%
AP
1088
Aspect Partners
Virginia
$16.2K -$368 -1 -2%
BONH
1089
Bank of New Hampshire
New Hampshire
$16.2K
FMP
1090
Financial Management Professionals
Texas
$15.4K +$2.21K +6 +16%
ME
1091
McIlrath & Eck
Washington
$15.1K
VNA
1092
Valley National Advisers
Pennsylvania
$15K
WA
1093
Whipplewood Advisors
Colorado
$14.7K +$15.1K +41 New
AWM
1094
Abound Wealth Management
Tennessee
$13.9K +$2.94K +8 +26%
JFGIW
1095
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.7K -$544K -1,479 -98%
GWSG
1096
GPS Wealth Strategies Group
Colorado
$13.5K -$1.1K -3 -8%
QC
1097
Quent Capital
New York
$12.9K
CTWM
1098
Cherry Tree Wealth Management
Minnesota
$11.9K
CT
1099
Colonial Trust
South Carolina
$11.7K +$8.09K +22 +200%
FFO
1100
Fortitude Family Office
Arizona
$11.5K

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.