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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
SFA
651
Sequoia Financial Advisors
Ohio
$370K -$134K -473 -26%
NDSI
652
Newman Dignan & Sheerar Inc
Rhode Island
$366K
TPWM
653
Twelve Points Wealth Management
Massachusetts
$365K +$56.5K +200 +17%
THWM
654
Taylor Hoffman Wealth Management
Virginia
$362K -$42.4K -150 -10%
WFI
655
West Family Investments
California
$362K +$3.39K +12 +0.9%
IA
656
IFP Advisors
Florida
$362K +$131K +465 +28%
WTC
657
WhitTier Trust Company
Nevada
$362K +$323K +1,143 +547%
LJAC
658
L.J. Altfest & Co
New York
$361K
SCM
659
Shelton Capital Management
Colorado
$359K -$26K -92 -6%
NOI
660
Newton One Investments
Delaware
$358K
HWM
661
HB Wealth Management
Georgia
$358K +$100K +354 +36%
WPC
662
Wedmont Private Capital
Pennsylvania
$358K +$377K +1,335 New
BCM
663
Brookstone Capital Management
Illinois
$356K +$5.09K +18 +1%
FAIM
664
Financial Advocates Investment Management
Washington
$355K -$25.4K -90 -6%
TCM
665
Teza Capital Management
Illinois
$352K +$371K +1,313 New
AFP
666
Ausdal Financial Partners
Iowa
$351K +$12.7K +45 +4%
VFA
667
Valeo Financial Advisors
Indiana
$350K -$80.6K -285 -18%
JWA
668
JFS Wealth Advisors
Pennsylvania
$350K +$1.13K +4 +0.3%
FPCP
669
Fort Point Capital Partners
California
$350K +$43.3K +153 +13%
NPF
670
Norris Perne & French
Michigan
$340K
ECM
671
Everence Capital Management
Indiana
$338K +$356K +1,260 New
E
672
Ergoteles
New York
$336K +$355K +1,256 New
RFN
673
RDA Financial Network
Iowa
$335K
Fayez Sarofim & Co
674
Fayez Sarofim & Co
Texas
$335K +$44.1K +156 +14%
AP
675
Americana Partners
Texas
$330K

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.