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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
JWA
701
JFS Wealth Advisors
Pennsylvania
$417K -$32.2K -99 -8%
PCIA
702
Prime Capital Investment Advisors
Kansas
$414K +$119K +367 +44%
HA
703
HC Advisors
Georgia
$414K
AI
704
AdvisorShares Investments
Maryland
$410K +$385K +1,187 New
MCM
705
Mattern Capital Management
Colorado
$404K
BCM
706
Brookstone Capital Management
Illinois
$399K -$17.2K -53 -4%
HIA
707
Harbor Investment Advisory
Maryland
$398K -$5.85K -18 -2%
RCM
708
Radnor Capital Management
Pennsylvania
$395K
ACP
709
Arcus Capital Partners
Georgia
$393K
BL
710
BFSG LLC
California
$393K
OBGC
711
O'Brien Greene & Co
Pennsylvania
$392K
MFG
712
Merit Financial Group
Georgia
$388K -$16.2K -50 -4%
EI
713
Ellevest Inc
New York
$386K +$16.6K +51 +5%
WCG
714
Weaver Consulting Group
California
$385K +$325 +1 +0.1%
AWA
715
Amplius Wealth Advisors
Pennsylvania
$384K +$132K +407 +58%
BHC
716
Bowen Hanes & Co
Florida
$383K
SMA
717
Sage Mountain Advisors
Georgia
$377K +$10.1K +31 +3%
VWA
718
V Wealth Advisors
Kansas
$373K +$8.77K +27 +3%
Group One Trading
719
Group One Trading
Illinois
$371K +$349K +1,076 New
LFA
720
Legacy Financial Advisors
Kentucky
$370K +$7.14K +22 +2%
NPF
721
Norris Perne & French
Michigan
$369K -$32.5K -100 -9%
MFA
722
Mayflower Financial Advisors
Massachusetts
$368K +$33.5K +103 +11%
AR
723
Advisory Research
Illinois
$368K +$346K +1,065 New
CAG
724
Csenge Advisory Group
Florida
$366K +$5.2K +16 +2%
FFM
725
Forum Financial Management
Illinois
$365K -$27.9K -86 -8%

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.