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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
CIA
601
Capital Investment Advisors
Georgia
$511K
ZB
602
Zions Bancorporation
Utah
$510K +$126K +445 +31%
CI
603
Conning Inc
Connecticut
$509K -$46.9K -166 -8%
LAM
604
Lountzis Asset Management
Pennsylvania
$509K
ACM
605
Aquatic Capital Management
Illinois
$509K +$537K +1,900 New
RW
606
Rede Wealth
Virginia
$508K
LF
607
Lantz Financial
Illinois
$505K -$30K -106 -5%
FANJ
608
Financial Architects (New Jersey)
New Jersey
$501K
WP
609
WMS Partners
Maryland
$495K +$4.81K +17 +0.9%
CA
610
Crane Advisory
California
$486K +$498K +1,760 New
YC
611
Yarbrough Capital
Tennessee
$468K -$366K -1,294 -43%
OPS
612
Orion Portfolio Solutions
Nebraska
$468K +$108K +383 +28%
WS
613
Wedbush Securities
California
$461K -$5.37K -19 -1%
AWS
614
Atria Wealth Solutions
New York
$458K -$209K -738 -30%
S
615
SimplyRich
California
$458K
NCMW
616
Northern Capital Management (Washington)
Washington
$452K
MA
617
Momentum Advisors
New York
$448K +$472K +1,671 New
SC
618
Saturna Capital
Washington
$446K
AW
619
ACG Wealth
Georgia
$445K
S
620
SignatureFD
Georgia
$431K +$54.8K +194 +14%
PFS
621
Prospera Financial Services
Texas
$427K +$1.13K +4 +0.3%
BAM
622
Blueshift Asset Management
New Jersey
$425K +$207K +731 +85%
RZH
623
Relyea Zuckerberg Hanson
Connecticut
$421K +$7.63K +27 +2%
Federated Hermes
624
Federated Hermes
Pennsylvania
$421K +$21.5K +76 +5%
WP
625
WealthSource Partners
California
$419K -$170K -601 -28%

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.