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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WWC
701
Waypoint Wealth Counsel
Georgia
$405K -$57.9K -187 -13%
GA
702
Greenspring Advisors
Maryland
$403K -$33.7K -109 -8%
FAIM
703
Financial Advocates Investment Management
Washington
$401K -$15.5K -50 -4%
SCA
704
Sandy Cove Advisors
Massachusetts
$399K +$22K +71 +6%
RFN
705
RDA Financial Network
Iowa
$394K
AP
706
Americana Partners
Texas
$393K +$4.64K +15 +1%
LCWP
707
Legacy Capital Wealth Partners
Arkansas
$393K +$114K +367 +42%
IB
708
Intrust Bank
Kansas
$388K +$6.5K +21 +2%
FNBOH
709
First National Bank of Hutchinson
Kansas
$385K +$310 +1 +0.1%
HA
710
HC Advisors
Georgia
$378K +$2.17K +7 +0.6%
BAM
711
Blueshift Asset Management
New Jersey
$374K -$164K -530 -31%
SC
712
SRB Corp
Massachusetts
$372K +$365K +1,180 New
WorldQuant Millennium Advisors
713
WorldQuant Millennium Advisors
New York
$371K -$287K -928 -44%
MFG
714
Merit Financial Group
Georgia
$370K +$4.64K +15 +1%
HIA
715
Harbor Investment Advisory
Maryland
$369K
NPF
716
Norris Perne & French
Michigan
$369K -$31K -100 -8%
MCM
717
Mattern Capital Management
Colorado
$369K
EP
718
Edgestream Partners
New Jersey
$368K -$224K -725 -38%
OTPPB
719
Ontario Teachers' Pension Plan Board
Ontario, Canada
$362K -$285K -922 -45%
RCM
720
Radnor Capital Management
Pennsylvania
$361K
FFM
721
Forum Financial Management
Illinois
$361K +$29.7K +96 +9%
Federated Hermes
722
Federated Hermes
Pennsylvania
$360K -$19.5K -63 -5%
ACP
723
Arcus Capital Partners
Georgia
$359K
BL
724
BFSG LLC
California
$359K -$5.88K -19 -2%
OBGC
725
O'Brien Greene & Co
Pennsylvania
$358K

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.