We are live on ! Find out more

1,142 hedge funds and large institutions have $65.8B invested in Aon in 2024 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 408 increasing their positions, 374 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 79

23% more call options, than puts

Call options by funds: $594M | Put options by funds: $484M

19% more capital invested

Capital invested by funds: $55.3B → $65.8B (+$10.5B)

3% more funds holding

Funds holding: 1,1041,142 (+38)

1.06% more ownership

Funds ownership: 86.62%87.67% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 374

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

Holders
1,142
Holders Change
+38
Holders Change %
+3.44%
% of All Funds
16.4%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.47%
New
129
Increased
408
Reduced
374
Closed
79
Calls
$594M
Puts
$484M
Net Calls
+$110M
Net Calls Change
+$36.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1101
PFS Partners
New Jersey
$5.19K
PIS
1102
POM Investment Strategies
North Carolina
$5.19K
AEPWM
1103
Atlantic Edge Private Wealth Management
Florida
$4.5K
DPW
1104
DiNuzzo Private Wealth
Pennsylvania
$4.15K +$654 +2 +20%
AW
1105
Avion Wealth
Texas
$4K +$1.64K +5 +63%
BHWM
1106
Beaird Harris Wealth Management
Texas
$3.81K
CT
1107
Colonial Trust
South Carolina
$3.7K +$654 +2 +22%
HWM
1108
HighMark Wealth Management
Minnesota
$3.49K
MA
1109
MCF Advisors
Kentucky
$3.46K
NMG
1110
New Millennium Group
Utah
$3.11K
SC
1111
SouthState Corp
Florida
$3.11K
SIC
1112
SJS Investment Consulting
Ohio
$3.11K +$654 +2 +29%
TFM
1113
TFC Financial Management
Massachusetts
$2.77K
FNWA
1114
Financial Network Wealth Advisors
Utah
$2.77K -$25.5K -78 -91%
CTB
1115
Country Trust Bank
Illinois
$2.77K
HWP
1116
Highline Wealth Partners
California
$2.77K +$654 +2 +33%
KWAG
1117
Kiely Wealth Advisory Group
North Carolina
$2.71K
CAC
1118
Core Alternative Capital
Georgia
$2.42K
FCM
1119
Fourpath Capital Management
Oklahoma
$2.42K +$2.29K +7 New
WIM
1120
Westside Investment Management
California
$2.29K
CPG
1121
Cornerstone Planning Group
New Jersey
$2.23K -$156K -477 -99%
CYG
1122
Clean Yield Group
Vermont
$2.08K -$14.7K -45 -88%
DF
1123
DecisionPoint Financial
Arizona
$1.73K
NL
1124
NVWM LLC
Pennsylvania
$1.73K +$981 +3 +150%
CA
1125
Continuum Advisory
Idaho
$1.5K +$654 +2 +100%

AON Hedge Fund Activity: Q3 2024 in Review

1,142 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2024, worth a combined $65.8B — up 19% from $55.3B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new AON positions and 79 closed out — a net gain of 50 holders — while 408 added to existing stakes and 374 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $774M. The largest seller was BlackRock, cutting an estimated $330M.

  • 1,142 institutional investors held Aon (AON) as of Q3 2024, up from 1,104 in Q2 2024.
  • Funds reported $65.8B of Aon stock for Q3 2024, up 19% quarter-over-quarter.
  • 129 funds opened new Aon positions in Q3 2024 and 79 closed out, a net change of +50 holders.
  • The largest Aon buyer in Q3 2024 was JP Morgan Chase, an estimated $774M added.
  • The largest Aon seller in Q3 2024 was BlackRock, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2024.