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
TCOO
701
Trust Company of Oklahoma
Oklahoma
$348K -$25.9K -89 -8%
SWM
702
SeaCrest Wealth Management
New York
$348K +$42.8K +147 +16%
HI
703
Hudock Inc
Pennsylvania
$346K -$3.2K -11 -1%
1WA
704
180 Wealth Advisors
Washington
$340K -$16K -55 -5%
MFA
705
Mayflower Financial Advisors
Massachusetts
$339K -$5.53K -19 -2%
OTPPB
706
Ontario Teachers' Pension Plan Board
Ontario, Canada
$339K +$42.5K +146 +16%
IAA
707
Independent Advisor Alliance
North Carolina
$337K
OBGC
708
O'Brien Greene & Co
Pennsylvania
$335K
PCM
709
Penserra Capital Management
California
$335K +$18K +62 +6%
SWM
710
Spire Wealth Management
Virginia
$334K -$163K -561 -35%
IB
711
Intrust Bank
Kansas
$333K +$298K +1,024 New
HT
712
HighTower Trust
Texas
$332K
BFPW
713
BOK Financial Private Wealth
Colorado
$331K +$101K +348 +52%
MLFP
714
MPS Loria Financial Planners
Illinois
$330K
DCM
715
Dupont Capital Management
Delaware
$329K -$66.3K -228 -18%
APG
716
Abacus Planning Group
South Carolina
$329K
CAG
717
Csenge Advisory Group
Florida
$328K -$455K -1,565 -61%
ZCA
718
Zeke Capital Advisors
Pennsylvania
$327K +$292K +1,005 New
IIL
719
Insight Inv LLC
California
$326K -$58.8K -202 -17%
CPSAC
720
Chas P. Smith & Associates (CPS)
Florida
$326K
CIS
721
Connors Investor Services
Pennsylvania
$326K
FHA
722
Flagship Harbor Advisors
Massachusetts
$326K
OIA
723
Optimum Investment Advisors
Illinois
$326K
PCMC
724
Paragon Capital Management (Colorado)
Colorado
$326K
WW
725
Waterfront Wealth
Kansas
$326K +$284K +977 New

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.