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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
HJIM
551
Henry James International Management
New York
$728K
MLA
552
My Legacy Advisors
Oregon
$714K -$5.75K -20 -0.8%
IC
553
Inverness Counsel
New York
$714K -$3.16K -11 -0.4%
BCWM
554
Bartlett & Co Wealth Management
Ohio
$707K +$6.61K +23 +0.9%
BC
555
Bartlett & Co
Ohio
$707K +$6.61K +23 +0.9%
BSB
556
Bangor Savings Bank
Maine
$706K -$43.1K -150 -5%
CC
557
Chicago Capital
Illinois
$701K
HA
558
Harbor Advisors
Florida
$674K
DADC
559
D.A. Davidson & Co
Montana
$667K -$134K -466 -16%
CP
560
Covenant Partners
Tennessee
$662K -$235K -819 -25%
AWS
561
Atria Wealth Solutions
New York
$660K +$518K +1,802 +279%
AWM
562
AE Wealth Management
Kansas
$654K +$284K +989 +69%
SPIA
563
Steward Partners Investment Advisory
New York
$632K -$29K -101 -4%
HBT
564
Hills Bank & Trust
Iowa
$625K
YWP
565
YorkBridge Wealth Partners
New York
$623K
PA
566
Profund Advisors
Maryland
$620K -$206K -715 -24%
Jacobs Levy Equity Management
567
Jacobs Levy Equity Management
New Jersey
$619K +$660K +2,297 New
CAM
568
Cresset Asset Management
Illinois
$618K -$297K -1,035 -31%
KIA
569
KCM Investment Advisors
California
$615K +$11.8K +41 +2%
AssetMark Inc
570
AssetMark Inc
California
$614K +$122K +423 +23%
WI
571
WrapManager Inc
California
$610K -$25.9K -90 -4%
MNBTD
572
Moody National Bank Trust Division
Texas
$609K +$649K +2,259 New
XT
573
XTX Topco
Cayman Islands
$608K +$648K +2,253 New
TAM
574
Trust Asset Management
Texas
$607K -$4.6K -16 -0.7%
PA
575
Parallel Advisors
California
$595K -$8.05K -28 -1%

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.