We are live on ! Find out more

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
AW
626
ACG Wealth
Georgia
$448K
KFP
627
KB Financial Partners
New Jersey
$447K +$158K +549 +49%
NO
628
Ninety One
South Africa
$444K -$1.02M -3,552 -68%
BPA
629
Beacon Pointe Advisors
California
$437K -$314K -1,093 -40%
VFA
630
Valeo Financial Advisors
Indiana
$429K -$54.3K -189 -11%
PFS
631
Prospera Financial Services
Texas
$429K -$47.4K -165 -9%
MIM
632
Martin Investment Management
Florida
$427K
GA
633
Greenspring Advisors
Maryland
$424K -$38.5K -134 -8%
Assenagon Asset Management
634
Assenagon Asset Management
Luxembourg
$424K -$26.2K -91 -5%
SB
635
Sunflower Bank
Texas
$423K
BL
636
Balentine LLC
Georgia
$420K -$280K -973 -38%
OFS
637
OneAscent Financial Services
Alabama
$419K +$446K +1,552 New
ATC
638
Argent Trust Co
Tennessee
$418K
BTWM
639
Baker Tilly Wealth Management
Wisconsin
$417K +$20.1K +70 +5%
RZH
640
Relyea Zuckerberg Hanson
Connecticut
$416K +$8.62K +30 +2%
THWM
641
Taylor Hoffman Wealth Management
Virginia
$411K
CC
642
Cannell & Co
New York
$408K
NL
643
NWAM LLC
Washington
$408K +$287 +1 +0.1%
CG
644
Caprock Group
Idaho
$408K +$13.8K +48 +3%
LA
645
LVW Advisors
New York
$407K -$78.5K -273 -15%
NRS
646
Neville Rodie & Shaw
New York
$405K
TNBTD
647
Trustmark National Bank Trust Department
Mississippi
$404K +$78.2K +272 +22%
Federated Hermes
648
Federated Hermes
Pennsylvania
$403K +$80.5K +280 +23%
SIM
649
Sentry Investment Management
Wisconsin
$398K -$33.3K -116 -7%
CPO
650
Cerity Partners OCIO
New York
$394K -$55.2K -192 -12%

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.