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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
OCM
1201
Orion Capital Management
California
-$51.7K -176 Closed
NRG
1202
Nemes Rush Group
Michigan
-$44.9K -153 Closed
RFG
1203
RFP Financial Group
Georgia
-$18.2K -62 Closed
UWS
1204
Unique Wealth Strategies
Illinois
-$17.8K -53 Closed
RFA
1205
Register Financial Advisors
Georgia
-$14.7K -50 Closed
FFC
1206
First Financial Corp
Indiana
-$9.39K -32 Closed
FRA
1207
Front Row Advisors
California
-$9.39K -32 Closed
EC
1208
EdgeRock Capital
Colorado
-$8.81K -30 Closed
ATPW
1209
Ashton Thomas Private Wealth
Arizona
-$8.51K -29 Closed
TWP
1210
Triad Wealth Partners
Kansas
-$7.05K -24 Closed
WIA
1211
Wetzel Investment Advisors
Indiana
-$5.01K -15 Closed
FW
1212
Fairway Wealth
Ohio
-$3.82K -13 Closed
WB
1213
Webster Bank
Connecticut
-$3.52K -12 Closed
LIA
1214
Lynx Investment Advisory
District of Columbia
-$3.23K -11 Closed
DWA
1215
Delos Wealth Advisors
Texas
-$2.64K -9 Closed
DMIC
1216
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$2.06K -7 Closed
CP
1217
Castleview Partners
Texas
-$1.47K -5 Closed
RWM
1218
Ruedi Wealth Management
Illinois
-$1.17K -4 Closed
GI
1219
Gradient Investments
Minnesota
-$881 -3 Closed
SA
1220
Scarborough Advisors
Maryland
-$294 -1 Closed
TFA
1221
Transamerica Financial Advisors
Florida
-$1K -1 Closed

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.