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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
OIA
551
OneDigital Investment Advisors
Kansas
$682K +$309K +1,092 +75%
FNBOO
552
First National Bank of Omaha
Nebraska
$677K -$4.59M -16,241 -87%
HA
553
Harbor Advisors
Florida
$670K
DADC
554
D.A. Davidson & Co
Montana
$668K +$3.39K +12 +0.5%
BAM
555
Belpointe Asset Management
Nevada
$664K +$291K +1,029 +71%
MNBTD
556
Moody National Bank Trust Division
Texas
$663K +$61.1K +216 +10%
SPIA
557
Steward Partners Investment Advisory
New York
$658K +$32.2K +114 +5%
AWM
558
AE Wealth Management
Kansas
$645K -$4.24K -15 -0.6%
AG
559
Algert Global
California
$645K +$681K +2,409 New
TAM
560
Trust Asset Management
Texas
$643K +$42.7K +151 +7%
YWP
561
YorkBridge Wealth Partners
New York
$640K +$22.6K +80 +3%
QI
562
Qtron Investments
Massachusetts
$632K +$167K +590 +33%
PA
563
Profund Advisors
Maryland
$630K +$15K +53 +2%
CGL
564
Clarius Group LLC
Washington
$626K +$37.3K +132 +6%
HBT
565
Hills Bank & Trust
Iowa
$621K
PA
566
Parallel Advisors
California
$621K +$31.4K +111 +5%
ESCM
567
Echo Street Capital Management
New York
$617K -$1.31M -4,648 -67%
DTL
568
Dynamic Technology Lab
Singapore
$613K +$647K +2,290 New
KIA
569
KCM Investment Advisors
California
$611K
WW
570
Waterfront Wealth
Kansas
$585K +$75.8K +268 +15%
TPA
571
Trivium Point Advisory
Connecticut
$584K -$12.7K -45 -2%
QCG
572
Quadrant Capital Group
Ohio
$584K +$41.8K +148 +7%
FPAS
573
Focus Partners Advisor Solutions
Missouri
$578K +$31.9K +113 +6%
WFC
574
Western Financial Corp
California
$572K +$109K +386 +22%
TA
575
Tectonic Advisors
Texas
$570K

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.