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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
CFD
1101
Creative Financial Designs
Indiana
$11.1K +$5.88K +16 +107%
CT
1102
Coastline Trust
Rhode Island
$10.8K -$26.5K -72 -71%
AAG
1103
Armstrong Advisory Group
Massachusetts
$10.1K
DF
1104
Dunhill Financial
United Kingdom
$9.54K +$4.04K +11 +69%
BAM
1105
Byrne Asset Management
New Jersey
$8.98K
CA
1106
CoreCap Advisors
Michigan
$8.62K -$2.94K -8 -25%
SS
1107
Sunbelt Securities
Texas
$8.59K
GEA
1108
Glen Eagle Advisors
New Jersey
$8.26K
PWA
1109
Physician Wealth Advisors
Utah
$7.92K +$8.09K +22 New
TPW
1110
Talon Private Wealth
Florida
$7.9K
BCMLT
1111
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.56K
KPP
1112
Kings Path Partners
Texas
$7.54K
SS
1113
SBI Securities
Japan
$7.54K +$7.72K +21 New
SO
1114
Sierra Ocean
California
$7.54K +$7.72K +21 New
DIP
1115
DT Investment Partners
Pennsylvania
$7.18K
CAS
1116
Coppell Advisory Solutions
Texas
$7.16K
SC
1117
Stephens Consulting
Michigan
$6.46K
WWP
1118
WR Wealth Planners
Missouri
$6.46K +$368 +1 +6%
S
1119
Sachetta
Massachusetts
$6.11K -$16.2K -44 -72%
TAM
1120
Tucker Asset Management
Colorado
$6.11K
VWA
1121
Valued Wealth Advisors
Utah
$6.11K
MSWM
1122
Mowery & Schoenfeld Wealth Management
Illinois
$6.11K +$6.25K +17 New
WA
1123
WPG Advisers
Maryland
$6.11K +$6.25K +17 New
FG
1124
Fairman Group
Pennsylvania
$5.75K -$1.1K -3 -16%
SA
1125
SRH Advisors
Kansas
$5.75K

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.