We are live on ! Find out more

1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
651
Townsend & Associates
Colorado
$525K +$280K +904 +127%
SC
652
Saturna Capital
Washington
$525K
PA
653
Prossimo Advisors
California
$517K +$929 +3 +0.2%
CFGS
654
Concourse Financial Group Securities
Alabama
$517K -$2.79K -9 -0.5%
FANJ
655
Financial Architects (New Jersey)
New Jersey
$510K -$78.3K -253 -14%
MC
656
Maverick Capital
Texas
$503K +$254K +821 +106%
SAG
657
SageView Advisory Group
California
$499K +$490K +1,582 New
PWM
658
Perigon Wealth Management
California
$496K -$18K -58 -4%
LA
659
LVW Advisors
New York
$495K +$30K +97 +7%
ESCM
660
Echo Street Capital Management
New York
$493K +$484K +1,564 New
AC
661
ASB Consultores
Florida
$489K +$480K +1,551 New
AP
662
Advisors Preferred
Maryland
$488K -$131K -422 -22%
TPWM
663
Twelve Points Wealth Management
Massachusetts
$488K +$51.7K +167 +12%
ATC
664
Argent Trust Co
Tennessee
$486K +$3.1K +10 +0.7%
SB
665
Sunflower Bank
Texas
$486K
FCP
666
Fidelis Capital Partners
Florida
$485K +$457K +1,477 New
CC
667
Cannell & Co
New York
$477K
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$472K
TA
669
Tectonic Advisors
Texas
$470K -$197K -636 -30%
IA
670
IFG Advisors
Missouri
$462K
MCM
671
MAI Capital Management
Ohio
$458K -$42.1K -136 -9%
AO
672
Advisor OS
Illinois
$457K +$30.6K +99 +7%
NRS
673
Neville Rodie & Shaw
New York
$457K -$15.5K -50 -3%
EH
674
Equitable Holdings
New York
$456K +$9.9K +32 +2%
SWM
675
SeaCrest Wealth Management
New York
$455K +$34K +110 +8%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.