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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.89B +$20M +64,500 +0.4%
BlackRock
2
BlackRock
New York
$4.83B +$327M +1,056,337 +8%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$4.09B -$71.1M -229,475 -2%
Capital World Investors
4
Capital World Investors
California
$3.25B +$1.55M +5,012 +0.1%
State Street
5
State Street
Massachusetts
$2.75B +$8.84M +28,521 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$2.41B -$1.6B -5,165,837 -42%
Capital International Investors
7
Capital International Investors
California
$1.75B -$87.8M -283,144 -5%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$1.45B -$21.5M -69,321 -2%
WCM Investment Management
9
WCM Investment Management
California
$1.45B -$31.8M -102,636 -2%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$1.37B
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.3B -$90.3M -291,213 -7%
Lazard Asset Management
12
Lazard Asset Management
New York
$1.15B -$119M -384,983 -10%
SGA
13
Sustainable Growth Advisers
Connecticut
$936M +$39.4M +127,173 +5%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$931M +$250M +807,945 +41%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$821M +$40.1M +129,330 +6%
IFP
16
Independent Franchise Partners
United Kingdom
$788M +$132M +427,008 +22%
Northern Trust
17
Northern Trust
Illinois
$679M -$33.6M -108,409 -5%
Mitsubishi UFJ Asset Management
18
Mitsubishi UFJ Asset Management
Japan
$649M +$146M +471,424 +32%
Bank of America
19
Bank of America
North Carolina
$618M +$75.9M +244,662 +15%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$575M -$7.08M -22,834 -1%
LP
21
Longview Partners
Guernsey
$574M +$3.26M +10,500 +0.6%
Norges Bank
22
Norges Bank
Norway
$518M +$30.4M +97,973 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$485M +$3.84M +12,370 +0.9%
Legal & General Group
24
Legal & General Group
United Kingdom
$472M -$9.37M -30,209 -2%
UBS AM
25
UBS AM
Illinois
$426M -$16.7M -54,020 -4%

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.