We are live on ! Find out more

980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
676
Harbor Investment Advisory
Maryland
$378K +$63.4K +218 +23%
BL
677
BFSG LLC
California
$377K
SPC
678
Sigma Planning Corp
Michigan
$373K +$125K +430 +60%
NP
679
NorthRock Partners
Minnesota
$370K -$563K -1,934 -63%
EL
680
Essex LLC
Illinois
$370K
WIA
681
Westbourne Investment Advisors
Maryland
$370K
SG
682
Stonnington Group
California
$369K +$43.6K +150 +16%
FC
683
Forte Capital
New York
$368K
AC
684
Annandale Capital
Texas
$366K -$116K -400 -26%
HW
685
Hancock Whitney
Mississippi
$366K -$3.2K -11 -1%
AF
686
Allworth Financial
California
$365K +$6.4K +22 +2%
WCG
687
Weaver Consulting Group
California
$363K
SIM
688
Sadoff Investment Management
Wisconsin
$362K -$62K -213 -16%
SIA
689
SkyView Investment Advisors
New Jersey
$361K -$4.46M -15,320 -93%
BHC
690
Bowen Hanes & Co
Florida
$361K
KFP
691
KB Financial Partners
New Jersey
$361K +$24.7K +85 +8%
WP
692
WMS Partners
Maryland
$361K +$323K +1,110 New
BAM
693
Barrett Asset Management
New York
$360K
AWA
694
Aaron Wealth Advisors
Illinois
$360K +$34.1M +117,226 New
VWA
695
V Wealth Advisors
Kansas
$357K
EWA
696
EP Wealth Advisors
California
$356K +$84.1K +289 +36%
AO
697
Advisor OS
Illinois
$355K -$415K -1,427 -57%
BAAM
698
Baker Avenue Asset Management
California
$355K +$317K +1,089 New
QI
699
Qtron Investments
Massachusetts
$354K
FFM
700
Forum Financial Management
Illinois
$349K +$5.82K +20 +2%

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.