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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
Citigroup
126
Citigroup
New York
$44.9M -$9.43M -28,825 -18%
PTC
127
Petrus Trust Company
Texas
$44.1M -$5.06M -15,464 -11%
HPC
128
HM Payson & Co
Maine
$44.1M -$9.4M -28,744 -18%
RMDI
129
R.M. Davis Inc
Maine
$43.5M +$2.8M +8,544 +7%
MG
130
Markel Group
Virginia
$41.6M +$2.03M +6,200 +5%
TH
131
TCTC Holdings
Texas
$41.5M
SIG
132
Senator Investment Group
New York
$41.5M +$39.3M +120,000 New
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$41.4M -$732K -2,238 -2%
Mitsubishi UFJ Trust & Banking
134
Mitsubishi UFJ Trust & Banking
Japan
$39.3M -$256K -781 -0.7%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$38.7M +$1.57M +4,801 +4%
OWP
136
Obermeyer Wealth Partners
Colorado
$38.1M -$794K -2,428 -2%
ICP
137
Ironvine Capital Partners
Nebraska
$36.9M +$75.6K +231 +0.2%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$36.8M -$3.55M -10,858 -9%
CAM
139
Cresset Asset Management
Illinois
$36.3M -$1.71M -5,212 -5%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$35.9M +$388K +1,187 +1%
CS
141
Central Securities
New York
$34.6M
DS
142
Dudley & Shanley
Florida
$34.1M
AIM
143
Artemis Investment Management
United Kingdom
$34M +$1.53M +4,666 +5%
Corient Private Wealth
144
Corient Private Wealth
Florida
$33.9M -$661K -2,021 -2%
Vontobel Holding
145
Vontobel Holding
Switzerland
$33.3M +$18.9M +57,847 +150%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$33.3M +$949K +2,900 +3%
GIA
147
Gateway Investment Advisers
Ohio
$32.4M -$23.6K -72 -0.1%
GAG
148
GM Advisory Group
New York
$31.8M -$4.02M -12,291 -12%
CWM
149
CIBC World Markets
New York
$31.4M -$14.3M -43,839 -33%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.1M -$945K -2,887 -3%

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.