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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
ZB
651
Zions Bancorporation
Utah
$393K +$52.6K +183 +14%
OIA
652
OneDigital Investment Advisors
Kansas
$392K +$2.87K +10 +0.7%
EWA
653
EP Wealth Advisors
California
$391K +$102K +356 +33%
EWA
654
EverSource Wealth Advisors
Alabama
$391K +$156K +541 +59%
IA
655
IFG Advisors
Missouri
$390K
BAM
656
Belpointe Asset Management
Nevada
$390K +$61.2K +213 +17%
FMLI
657
Fukoku Mutual Life Insurance
Japan
$386K -$25.9K -90 -6%
HH
658
Hilltop Holdings
Texas
$386K
SCM
659
Shelton Capital Management
Colorado
$386K
JE
660
JMAC Enterprises
Pennsylvania
$385K
S
661
SignatureFD
Georgia
$382K +$4.31K +15 +1%
FAIM
662
Financial Advocates Investment Management
Washington
$382K +$407K +1,415 New
DS
663
DRW Securities
Illinois
$382K +$408K +1,418 New
AWE
664
Avidian Wealth Enterprises
Texas
$379K -$287 -1 -0.1%
OWM
665
OneAscent Wealth Management
Alabama
$379K +$198K +690 +96%
EWM
666
Empirical Wealth Management
Washington
$376K -$1.73K -6 -0.4%
SWM
667
SeaCrest Wealth Management
New York
$374K +$90.8K +316 +30%
BAAM
668
Baker Avenue Asset Management
California
$372K +$83.9K +292 +27%
OPS
669
Orion Portfolio Solutions
Nebraska
$368K -$32.5K -113 -8%
NDSI
670
Newman Dignan & Sheerar Inc
Rhode Island
$368K -$28.7K -100 -7%
LJAC
671
L.J. Altfest & Co
New York
$363K +$122K +423 +46%
WFI
672
West Family Investments
California
$361K -$20.1K -70 -5%
NOI
673
Newton One Investments
Delaware
$360K
EH
674
Equitable Holdings
New York
$356K +$15.5K +54 +4%
SW
675
SVB Wealth
Massachusetts
$353K +$6.9K +24 +2%

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.