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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
FFM
701
Forum Financial Management
Illinois
$283K -$32.5K -115 -10%
CPIG
702
Chicago Partners Investment Group
Illinois
$281K +$1.41K +5 +0.5%
AO
703
Advisor OS
Illinois
$279K
MFA
704
Mayflower Financial Advisors
Massachusetts
$278K +$4.24K +15 +1%
MLFP
705
MPS Loria Financial Planners
Illinois
$276K +$4.81K +17 +2%
PCM
706
Penserra Capital Management
California
$275K +$7.35K +26 +3%
HT
707
HighTower Trust
Texas
$273K -$15.2M -53,742 -98%
APG
708
Abacus Planning Group
South Carolina
$271K
FHA
709
Flagship Harbor Advisors
Massachusetts
$270K -$11.9K -42 -4%
SFC
710
SYM Financial Corp
Indiana
$268K -$565 -2 -0.2%
CPSAC
711
Chas P. Smith & Associates (CPS)
Florida
$268K
CIS
712
Connors Investor Services
Pennsylvania
$268K
OIA
713
Optimum Investment Advisors
Illinois
$268K
PCMC
714
Paragon Capital Management (Colorado)
Colorado
$268K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
715
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$267K -$27M -95,403 -99%
VBCG
716
Valley Brook Capital Group
Pennsylvania
$267K
IAA
717
Independent Advisor Alliance
North Carolina
$266K +$3.96K +14 +1%
CAG
718
Csenge Advisory Group
Florida
$265K +$2.83K +10 +1%
SWK
719
Stephen W. Kidder
$261K
EI
720
Ellevest Inc
New York
$260K +$71.8K +254 +35%
SMC
721
Smith, Moore & Co
Missouri
$258K
KCM
722
Kathmere Capital Management
Pennsylvania
$258K +$272K +963 New
QCM
723
Quantinno Capital Management
New York
$257K +$271K +958 New
ACA
724
Atlas Capital Advisors
Wyoming
$256K -$64.2K -227 -19%
IWC
725
Integrated Wealth Concepts
Massachusetts
$256K +$32.2K +114 +14%

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.