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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
CAL
576
Capital Analysts LLC
Pennsylvania
$595K +$35.9K +125 +6%
CGL
577
Clarius Group LLC
Washington
$595K +$45.1K +157 +8%
RWM
578
Ritholtz Wealth Management
New York
$594K +$62.1K +216 +11%
GFP
579
Gryphon Financial Partners
Ohio
$587K -$101K -351 -14%
WP
580
WealthSource Partners
California
$584K -$48K -167 -7%
TPA
581
Trivium Point Advisory
Connecticut
$583K -$46K -160 -7%
FMAEN1
582
Fund Management at Engine No 1
California
$578K +$93.7K +326 +18%
TA
583
Tectonic Advisors
Texas
$574K
APA
584
American Portfolios Advisors
New York
$572K -$11.2K -39 -2%
JIC
585
Joel Isaacson & Co
New York
$572K
PI
586
PEAK6 Investments
Illinois
$570K +$475K +1,651 New
VCM
587
Vigilant Capital Management
Maine
$569K +$3.74K +13 +0.6%
ASN
588
Advisory Services Network
Georgia
$569K +$607K +2,111 New
NSIM
589
North Star Investment Management
Illinois
$562K
KPW
590
Kore Private Wealth
New York
$560K +$4.89K +17 +0.8%
CI
591
Conning Inc
Connecticut
$557K -$3.74K -13 -0.6%
FPAS
592
Focus Partners Advisor Solutions
Missouri
$552K +$364K +1,268 +163%
RI
593
Ridgewood Investments
New Jersey
$550K -$43.1K -150 -7%
QCG
594
Quadrant Capital Group
Ohio
$548K +$25.6K +89 +5%
DAS
595
Dynamic Advisor Solutions
Arizona
$546K +$2.01K +7 +0.3%
FPS
596
Fieldpoint Private Securities
Connecticut
$544K -$90.5K -315 -14%
TIM
597
Thompson Investment Management
Wisconsin
$539K
LF
598
Lantz Financial
Illinois
$537K +$371K +1,289 +184%
FHB
599
First Hawaiian Bank
Hawaii
$535K -$7.47K -26 -1%
PFM
600
Parsec Financial Management
North Carolina
$535K

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.