We are live on ! Find out more

1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFP
576
FourThought Financial Partners
Florida
$774K -$8.36K -27 -1%
XT
577
XTX Topco
Cayman Islands
$767K +$46.7K +151 +7%
MNBTD
578
Moody National Bank Trust Division
Texas
$763K
CGL
579
Clarius Group LLC
Washington
$755K -$929 -3 -0.1%
DADC
580
D.A. Davidson & Co
Montana
$751K -$22.3K -72 -3%
ACM
581
Acrisure Capital Management
Texas
$743K -$142K -458 -16%
TAM
582
Trust Asset Management
Texas
$741K -$15.8K -51 -2%
UB
583
UMB Bank
Missouri
$740K -$64.7K -209 -8%
PA
584
Parallel Advisors
California
$737K +$2.79K +9 +0.4%
KWM
585
KFG Wealth Management
Indiana
$737K
LOAMS
586
Lombard Odier Asset Management (Switzerland)
Switzerland
$737K +$239K +772 +49%
KIA
587
KCM Investment Advisors
California
$733K +$3.4K +11 +0.5%
DEA
588
DoubleLine ETF Adviser
Florida
$732K -$184K -596 -20%
HBT
589
Hills Bank & Trust
Iowa
$731K
VFA
590
Valeo Financial Advisors
Indiana
$723K +$138K +446 +24%
WW
591
Waterfront Wealth
Kansas
$721K +$34.4K +111 +5%
DAS
592
Dynamic Advisor Solutions
Arizona
$718K -$97.8K -316 -12%
SPIA
593
Steward Partners Investment Advisory
New York
$709K -$619 -2 -0.1%
WFC
594
Western Financial Corp
California
$705K +$18.6K +60 +3%
JIC
595
Joel Isaacson & Co
New York
$700K +$31K +100 +5%
CA
596
Cetera Advisors
Colorado
$693K +$310 +1 +0%
BPA
597
Beacon Pointe Advisors
California
$693K -$16.4K -53 -2%
TPA
598
Trivium Point Advisory
Connecticut
$690K -$20.1K -65 -3%
EAM
599
Empirical Asset Management
Massachusetts
$684K +$672K +2,170 New
CAM
600
Cresset Asset Management
Illinois
$676K +$619 +2 +0.1%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.