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1,080 hedge funds and large institutions have $57.3B invested in Aon in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 355 increasing their positions, 415 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $199M | Put options by funds: $131M

39% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 96

11% more capital invested

Capital invested by funds: $51.5B → $57.3B (+$5.75B)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

2% more funds holding

Funds holding: 1,0581,080 (+22)

1.85% less ownership

Funds ownership: 88.45%86.6% (-1.8%)

14% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 415

Holders
1,080
Holders Change
+22
Holders Change %
+2.08%
% of All Funds
15.56%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
133
Increased
355
Reduced
415
Closed
96
Calls
$199M
Puts
$131M
Net Calls
+$68M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
WTG
1151
West Tower Group
Virginia
-$123K -423 Closed
MBFW
1152
Morton Brown Family Wealth
Pennsylvania
-$119K -408 Closed
QL
1153
Quarry LP
New York
-$98.7K -339 Closed
ORAM
1154
One River Asset Management
Connecticut
-$95.2K -327 Closed
OP
1155
ORG Partners
Indiana
-$63.4K -218 Closed
RFA
1156
Resurgent Financial Advisors
Georgia
-$56.2K -193 Closed
TCWA
1157
Turtle Creek Wealth Advisors
Texas
-$43.4K -149 Closed
Loomis, Sayles & Company
1158
Loomis, Sayles & Company
Massachusetts
-$26K -88 Closed
BWM
1159
BKM Wealth Management
Wisconsin
-$24.7K -85 Closed
AS
1160
Altshuler Shaham
Israel
-$23.3K -80 Closed
LA
1161
LM Advisors
California
-$21.3K -73 Closed
ODG
1162
O'Dell Group
Ohio
-$19.5K -67 Closed
RS
1163
Rakuten Securities
Japan
-$11.1K -38 Closed
TVAMP
1164
Tennessee Valley Asset Management Partners
Tennessee
-$9.99K -34 Closed
GA
1165
GoalVest Advisory
New York
-$8.73K -30 Closed
FWM
1166
Focused Wealth Management
New York
-$6.98K -24 Closed
APW
1167
Acima Private Wealth
Virginia
-$6.11K -21 Closed
LIWM
1168
Long Island Wealth Management
New York
-$6K -21 Closed
LTI
1169
Laffer Tengler Investments
Tennessee
-$5.53K -19 Closed
LFA
1170
LGT Financial Advisors
Texas
-$4.37K -15 Closed
OLVIG
1171
Oliver Lagore Vanvalin Investment Group
Michigan
-$3.78K -13 Closed
NMG
1172
New Millennium Group
Utah
-$2.62K -9 Closed
SFA
1173
Semmax Financial Advisors
North Carolina
-$2.51K -8 Closed
EC
1174
EdgeRock Capital
Colorado
-$1.17K -4 Closed
EWM
1175
Evermay Wealth Management
Virginia
-$583 -2 Closed

AON Hedge Fund Activity: Q1 2024 in Review

1,080 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2024, worth a combined $57.3B — up 11% from $51.5B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AON positions and 96 closed out — a net gain of 37 holders — while 355 added to existing stakes and 415 trimmed.

The largest buyer was BlackRock, adding an estimated $327M. The largest seller was Morgan Stanley, cutting an estimated $1.6B.

  • 1,080 institutional investors held Aon (AON) as of Q1 2024, up from 1,058 in Q4 2023.
  • Funds reported $57.3B of Aon stock for Q1 2024, up 11% quarter-over-quarter.
  • 133 funds opened new Aon positions in Q1 2024 and 96 closed out, a net change of +37 holders.
  • The largest Aon buyer in Q1 2024 was BlackRock, an estimated $327M added.
  • The largest Aon seller in Q1 2024 was Morgan Stanley, an estimated $1.6B sold.

Based on aggregated 13F filings for Q1 2024.