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959 hedge funds and large institutions have $49.2B invested in Aon in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 310 increasing their positions, 376 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $219M | Put options by funds: $125M

5% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 97

1.44% less ownership

Funds ownership: 87.73%86.29% (-1.4%)

2% less funds holding

Funds holding: 980959 (-21)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

18% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 376

19% less capital invested

Capital invested by funds: $60.8B → $49.2B (-$11.6B)

Holders
959
Holders Change
-21
Holders Change %
-2.14%
% of All Funds
16.16%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.52%
New
92
Increased
310
Reduced
376
Closed
97
Calls
$219M
Puts
$125M
Net Calls
+$93.7M
Net Calls Change
+$96M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
Mitchell Capital Management
Kansas
$1.87M +$14.4K +50 +0.7%
KeyBank National Association
402
KeyBank National Association
Ohio
$1.85M -$25.9K -90 -1%
CT
403
Caldwell Trust
Florida
$1.84M
RS
404
Robeco Schweiz
Switzerland
$1.84M -$3.3M -11,476 -63%
HF
405
HRT Financial
New York
$1.83M +$1.24M +4,299 +173%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$1.82M -$79.9K -278 -4%
PFO
407
Pathstone Family Office
New Jersey
$1.79M -$389K -1,355 -17%
Mercer Global Advisors
408
Mercer Global Advisors
Colorado
$1.77M +$26.2K +91 +1%
AA
409
Ancora Advisors
Ohio
$1.77M +$4.31K +15 +0.2%
V
410
Veritable
Delaware
$1.76M +$42.5K +148 +2%
LI
411
Lafayette Investments
Maryland
$1.74M +$1.15K +4 +0.1%
TCM
412
Triumph Capital Management
Colorado
$1.74M -$144K -500 -7%
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$347K +1,208 +24%
SWM
414
Sendero Wealth Management
Texas
$1.69M +$332K +1,156 +23%
AA
415
Aire Advisors
California
$1.69M -$10.6K -37 -0.6%
SWM
416
Salvus Wealth Management
New Jersey
$1.68M -$160K -558 -8%
UB
417
UMB Bank
Missouri
$1.66M -$64.7K -225 -4%
SAM
418
Sompo Asset Management
Japan
$1.65M -$451K -1,570 -20%
FIM
419
Freedom Investment Management
Connecticut
$1.64M +$1.75M +6,091 New
EWA
420
Exencial Wealth Advisors
Oklahoma
$1.61M +$90.3K +314 +6%
PAS
421
Park Avenue Securities
New York
$1.59M -$54K -188 -3%
MA
422
MUFG Americas
New York
$1.56M -$40.5K -141 -2%
HFG
423
Heron Financial Group
New York
$1.56M -$7.19K -25 -0.4%
BS
424
Bessemer Securities
New York
$1.54M
WG
425
Welch Group
Alabama
$1.53M

AON Hedge Fund Activity: Q2 2022 in Review

959 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2022, worth a combined $49.2B — down 19% from $60.8B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AON and 92 opened new positions — a net loss of 5 holders — while 376 trimmed existing stakes and 310 added.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Massachusetts Financial Services, cutting an estimated $455M.

  • 959 institutional investors held Aon (AON) as of Q2 2022, down from 980 in Q1 2022.
  • Funds reported $49.2B of Aon stock for Q2 2022, down 19% quarter-over-quarter.
  • 92 funds opened new Aon positions in Q2 2022 and 97 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q2 2022 was JP Morgan Chase, an estimated $296M added.
  • The largest Aon seller in Q2 2022 was Massachusetts Financial Services, an estimated $455M sold.

Based on aggregated 13F filings for Q2 2022.