We are live on ! Find out more

980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
401
Lafayette Investments
Maryland
$2.1M +$60.5K +208 +3%
UB
402
UMB Bank
Missouri
$2.08M +$2.33K +8 +0.1%
V
403
Veritable
Delaware
$2.08M +$46.2K +159 +3%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.06M +$126K +434 +7%
AA
405
Aire Advisors
California
$2.05M +$41.3K +142 +2%
Lido Advisors
406
Lido Advisors
California
$2.01M +$1.23M +4,216 +214%
VF
407
Virtu Financial
New York
$2.01M +$1.79M +6,161 New
FA
408
FDx Advisors
Illinois
$2M -$656K -2,257 -27%
IC
409
IEQ Capital
California
$1.99M +$331K +1,139 +23%
PAS
410
Park Avenue Securities
New York
$1.98M -$1.47M -5,063 -45%
CG
411
Colony Group
Massachusetts
$1.98M -$298K -1,026 -14%
MA
412
MUFG Americas
New York
$1.92M
CNC
413
Canandaigua National Corp
New York
$1.89M -$8.14K -28 -0.5%
HFG
414
Heron Financial Group
New York
$1.89M +$26.8K +92 +2%
BS
415
Bessemer Securities
New York
$1.86M +$439K +1,510 +36%
WG
416
Welch Group
Alabama
$1.85M -$58.2K -200 -3%
EWA
417
Exencial Wealth Advisors
Oklahoma
$1.84M +$253K +871 +18%
LWAC
418
Laurel Wealth Advisors (California)
California
$1.84M +$83.5K +287 +5%
HFS
419
Haverford Financial Services
Pennsylvania
$1.83M +$138K +475 +9%
LNWWM
420
Laird Norton Wetherby Wealth Management
California
$1.83M +$41.6K +143 +3%
MWM
421
Midwest Wealth Management
Indiana
$1.82M +$72.1K +248 +5%
RIM
422
Redpoint Investment Management
Australia
$1.81M
Vontobel Holding
423
Vontobel Holding
Switzerland
$1.79M -$208K -714 -12%
Brown Advisory
424
Brown Advisory
Maryland
$1.77M -$1.37M -4,715 -46%
NO
425
Ninety One
South Africa
$1.72M

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.