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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
BL
526
Balentine LLC
Georgia
$774K +$377K +1,332 +86%
SW
527
SVB Wealth
Massachusetts
$772K +$445K +1,574 +121%
ML
528
McAdam LLC
Pennsylvania
$767K
AAM
529
Auxier Asset Management
Oregon
$764K
IC
530
Inverness Counsel
New York
$764K +$57.4K +203 +8%
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$755K -$1.7K -6 -0.2%
5L
532
55I LLC
Massachusetts
$739K +$562K +1,989 +258%
IAIM
533
Industrial Alliance Investment Management
Quebec, Canada
$735K
SVWAG
534
Sound View Wealth Advisors Group
Georgia
$731K -$1.98K -7 -0.3%
CAL
535
Capital Analysts LLC
Pennsylvania
$728K +$145K +513 +23%
FF
536
FourThought Financial
Florida
$719K -$34.2K -121 -4%
MLA
537
My Legacy Advisors
Oregon
$718K +$13.3K +47 +2%
CP
538
Covenant Partners
Tennessee
$712K +$57.7K +204 +8%
ACM
539
AlphaCrest Capital Management
New York
$710K +$749K +2,651 New
MGIA
540
Moneta Group Investment Advisors
Missouri
$706K -$144K -508 -16%
TSWM
541
Tyler-Stone Wealth Management
Ohio
$702K -$286K -1,013 -28%
NW
542
NewEdge Wealth
Pennsylvania
$702K -$214K -756 -22%
BSB
543
Bangor Savings Bank
Maine
$701K
LWAM
544
Legacy Wealth Asset Management
Minnesota
$699K -$512K -1,811 -41%
BC
545
Bartlett & Co
Ohio
$699K -$3.96K -14 -0.5%
CCA
546
Checchi Capital Advisers
California
$699K +$5.09K +18 +0.7%
BCWM
547
Bartlett & Co Wealth Management
Ohio
$699K -$3.96K -14 -0.5%
CI
548
Cigna Investments
Connecticut
$697K -$40.1K -142 -5%
CC
549
Chicago Capital
Illinois
$696K
AssetMark Inc
550
AssetMark Inc
California
$695K +$89.6K +317 +14%

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.