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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
676
WealthSource Partners
California
$468K -$2.6K -8 -0.6%
AWE
677
Avidian Wealth Enterprises
Texas
$467K -$18.5K -57 -4%
NL
678
NWAM LLC
Washington
$465K +$437K +1,347 New
LCGC
679
Legacy Capital Group California
California
$464K +$14.9K +46 +4%
KCM
680
Kathmere Capital Management
Pennsylvania
$463K +$2.92K +9 +0.7%
NOI
681
Newton One Investments
Delaware
$461K
BRWA
682
B. Riley Wealth Advisors
Florida
$458K -$367K -1,130 -46%
LJAC
683
L.J. Altfest & Co
New York
$457K
AFO
684
Arrowroot Family Office
California
$457K -$33.5K -103 -7%
IB
685
Intrust Bank
Kansas
$453K +$27K +83 +7%
LCM
686
Landscape Capital Management
New Jersey
$453K +$426K +1,312 New
LA
687
LBP AM
France
$444K +$417K +1,285 New
WWC
688
Waypoint Wealth Counsel
Georgia
$443K -$325 -1 -0.1%
NDSI
689
Newman Dignan & Sheerar Inc
Rhode Island
$438K -$15.9K -49 -4%
GFP
690
Gryphon Financial Partners
Ohio
$438K -$50.7K -156 -11%
SCA
691
Sandy Cove Advisors
Massachusetts
$438K +$650 +2 +0.2%
AP
692
Americana Partners
Texas
$435K +$4.55K +14 +1%
GA
693
Geller Advisors
New York
$434K +$115K +355 +39%
FNBOH
694
First National Bank of Hutchinson
Kansas
$434K +$12K +37 +3%
FAIM
695
Financial Advocates Investment Management
Washington
$433K -$5.85K -18 -1%
MC
696
Maverick Capital
Texas
$432K -$111K -342 -21%
WSTAM
697
Wilbanks Smith & Thomas Asset Management
Virginia
$432K -$51K -157 -11%
RFN
698
RDA Financial Network
Iowa
$432K
AC
699
Annandale Capital
Texas
$424K +$34.1K +105 +9%
DMBA
700
Deseret Mutual Benefit Administrators
Utah
$422K +$85.7K +264 +28%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.