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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
PWPS
601
Pinnacle Wealth Planning Services
Ohio
$529K +$48.6K +169 +9%
PMFA
602
Plante Moran Financial Advisors
Michigan
$526K +$4.6K +16 +0.8%
CFGS
603
Concourse Financial Group Securities
Alabama
$525K -$53.8K -187 -9%
FBFS
604
First Business Financial Services
Wisconsin
$518K
CIA
605
Capital Investment Advisors
Georgia
$515K
LAM
606
Lountzis Asset Management
Pennsylvania
$512K
RW
607
Rede Wealth
Virginia
$512K
ICG
608
InterOcean Capital Group
Tennessee
$512K +$546K +1,898 New
TWC
609
TD Waterhouse Canada
Ontario, Canada
$509K +$25K +87 +5%
FANJ
610
Financial Architects (New Jersey)
New Jersey
$505K +$72.7K +253 +16%
PP
611
Paloma Partners
Connecticut
$503K -$146K -507 -21%
STA
612
Summit Trail Advisors
New York
$501K +$51.7K +180 +11%
SFA
613
Sequoia Financial Advisors
Ohio
$500K +$63.2K +220 +13%
WP
614
WMS Partners
Maryland
$494K +$207K +720 +65%
Citadel Advisors
615
Citadel Advisors
Florida
$488K -$8.8M -30,629 -94%
WW
616
Waterfront Wealth
Kansas
$484K +$235K +817 +84%
HI
617
Horizon Investments
North Carolina
$478K -$40.2K -140 -7%
QI
618
Qtron Investments
Massachusetts
$477K +$196K +683 +63%
WFC
619
Western Financial Corp
California
$472K +$503K +1,749 New
WS
620
Wedbush Securities
California
$469K +$1.73K +6 +0.3%
S
621
SimplyRich
California
$461K
BA
622
Bellwether Advisors
Nebraska
$460K +$489K +1,702 +28,367%
SIA
623
SkyView Investment Advisors
New Jersey
$457K +$169K +587 +53%
NCMW
624
Northern Capital Management (Washington)
Washington
$455K
SC
625
Saturna Capital
Washington
$449K

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.