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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
GRP
676
Global Retirement Partners
California
$329K -$7.07K -25 -2%
AF
677
Allworth Financial
California
$329K +$17.5K +62 +5%
FNBOH
678
First National Bank of Hutchinson
Kansas
$325K +$7.35K +26 +2%
HA
679
HC Advisors
Georgia
$319K
IWM
680
IHT Wealth Management
Illinois
$319K +$336K +1,190 New
HIA
681
Harbor Investment Advisory
Maryland
$316K
MCM
682
Mattern Capital Management
Colorado
$313K
BL
683
BFSG LLC
California
$310K
AWM
684
Apollon Wealth Management
South Carolina
$310K +$52.6K +186 +19%
EWA
685
EverSource Wealth Advisors
Alabama
$307K -$87.1K -308 -21%
RCM
686
Radnor Capital Management
Pennsylvania
$306K -$7.07K -25 -2%
DIM
687
Delta Investment Management
California
$306K +$323K +1,143 New
SIM
688
Sadoff Investment Management
Wisconsin
$305K +$7.92K +28 +3%
HWA
689
Heritage Wealth Advisors
Virginia
$303K +$22.3K +79 +8%
TCOO
690
Trust Company of Oklahoma
Oklahoma
$303K -$5.37K -19 -2%
AC
691
Annandale Capital
Texas
$301K
CC
692
Cannell & Co
New York
$298K -$113K -400 -26%
WCG
693
Weaver Consulting Group
California
$298K
GCM
694
Gladius Capital Management
Illinois
$298K +$8.2K +29 +3%
BHC
695
Bowen Hanes & Co
Florida
$297K
IB
696
Intrust Bank
Kansas
$296K +$50.6K +179 +19%
VWA
697
V Wealth Advisors
Kansas
$294K
MCM
698
MAI Capital Management
Ohio
$293K -$654K -2,313 -68%
BP
699
Ballentine Partners
Massachusetts
$290K +$306K +1,082 New
HI
700
Hudock Inc
Pennsylvania
$284K

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.