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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
BGA
1126
Battery Global Advisors
Massachusetts
$5.41K
PP
1127
PFS Partners
New Jersey
$5.39K
PIS
1128
POM Investment Strategies
North Carolina
$5.39K
CAM
1129
Creekmur Asset Management
Illinois
$5.03K -$3.31K -9 -39%
AW
1130
Avion Wealth
Texas
$5K +$1.1K +3 +23%
AEPWM
1131
Atlantic Edge Private Wealth Management
Florida
$4.67K
HWP
1132
Highline Wealth Partners
California
$4.67K +$1.84K +5 +63%
CBT
1133
Crews Bank & Trust
Florida
$4.67K +$4.78K +13 New
Q1WB
1134
Quest 10 Wealth Builders
Virginia
$4.67K +$4.78K +13 New
MFG
1135
Mendota Financial Group
Wisconsin
$4.31K -$28.3K -77 -87%
DPW
1136
DiNuzzo Private Wealth
Pennsylvania
$4.31K
CWP
1137
Clark Wealth Partners
Illinois
$4.31K +$4.41K +12 New
CPG
1138
Cornerstone Planning Group
New Jersey
$4.14K +$1.84K +5 +83%
BHWM
1139
Beaird Harris Wealth Management
Texas
$3.95K
EPAM
1140
Evelyn Partners Asset Management
$3.95K +$4.04K +11 New
FPF
1141
First Pacific Financial
Washington
$3.95K +$4.04K +11 New
NFSG
1142
Newbridge Financial Services Group
Florida
$3.6K +$3.68K +10 New
MA
1143
MCF Advisors
Kentucky
$3.59K
HWM
1144
HighMark Wealth Management
Minnesota
$3.27K -$368 -1 -10%
NMG
1145
New Millennium Group
Utah
$3.23K
SC
1146
SouthState Corp
Florida
$3.23K
TFM
1147
TFC Financial Management
Massachusetts
$2.88K
OA
1148
Operose Advisors
Wisconsin
$2.87K -$8.09K -22 -73%
CTB
1149
Country Trust Bank
Illinois
$2.87K
LDB
1150
Lee, Danner & Bass
Tennessee
$2.87K +$2.94K +8 New

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.