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944 hedge funds and large institutions have $48.5B invested in Aon in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 352 increasing their positions, 322 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $245M | Put options by funds: $200M

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

9% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 322

0.29% less ownership

Funds ownership: 86.29%86% (-0.29%)

2% less capital invested

Capital invested by funds: $49.2B → $48.5B (-$764M)

5% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 77

2% less funds holding

Funds holding: 959944 (-15)

Holders
944
Holders Change
-15
Holders Change %
-1.56%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.6%
New
73
Increased
352
Reduced
322
Closed
77
Calls
$245M
Puts
$200M
Net Calls
+$44.9M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
501
First Trust Direct Indexing
Massachusetts
$907K +$98.1K +347 +11%
WT
502
Whittier Trust
California
$904K +$79.2K +280 +9%
PAG
503
Private Advisor Group
New Jersey
$881K -$2.38M -8,436 -72%
AAM
504
Advisors Asset Management
Colorado
$874K +$68.1K +241 +8%
MHIC
505
Marble Harbor Investment Counsel
Massachusetts
$867K -$10.2K -36 -1%
AT
506
American Trust
Kentucky
$856K -$39.3K -139 -4%
WPW
507
Waldron Private Wealth
Pennsylvania
$844K +$66.7K +236 +8%
CG
508
Colony Group
Massachusetts
$839K -$57.4K -203 -6%
MGP
509
Metis Global Partners
California
$839K -$8.48K -30 -0.9%
HFAS
510
Hummer Financial Advisory Services
Illinois
$839K
TMAM
511
Tokio Marine Asset Management
Japan
$837K +$83.4K +295 +10%
HWMA
512
Heritage Wealth Management (Arizona)
Arizona
$825K +$39.3K +139 +5%
AL
513
Arnhold LLC
New York
$818K
VC
514
Vestor Capital
Illinois
$818K
MAM
515
Meeder Asset Management
Ohio
$815K +$34.2K +121 +4%
DSC
516
Duncker Streett & Co
Missouri
$814K
DWT
517
Dorsey & Whitney Trust
South Dakota
$812K -$36.2K -128 -4%
KWA
518
KCS Wealth Advisory
California
$810K -$167K -592 -16%
KA
519
Kintegral Advisory
New York
$805K
GLA
520
Good Life Advisors
Pennsylvania
$804K
AIA
521
Alera Investment Advisors
Illinois
$798K +$10.2K +36 +1%
TF
522
TIAA FSB
Florida
$796K -$70.1K -248 -8%
AIA
523
Armor Investment Advisors
North Carolina
$781K +$1.7K +6 +0.2%
SFI
524
Siemens Fonds Invest
Germany
$780K -$31.4K -111 -4%
Lido Advisors
525
Lido Advisors
California
$778K -$302K -1,067 -27%

AON Hedge Fund Activity: Q3 2022 in Review

944 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2022, worth a combined $48.5B — down 1.6% from $49.2B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of AON and 73 opened new positions — a net loss of 4 holders — while 322 trimmed existing stakes and 352 added.

The largest buyer was Janus Henderson Group, adding an estimated $350M. The largest seller was Viking Global Investors, exiting entirely with an estimated $190M sold.

  • 944 institutional investors held Aon (AON) as of Q3 2022, down from 959 in Q2 2022.
  • Funds reported $48.5B of Aon stock for Q3 2022, down 1.6% quarter-over-quarter.
  • 73 funds opened new Aon positions in Q3 2022 and 77 closed out, a net change of -4 holders.
  • The largest Aon buyer in Q3 2022 was Janus Henderson Group, an estimated $350M added.
  • The largest Aon seller in Q3 2022 was Viking Global Investors, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2022.