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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
RCAG
751
Rehmann Capital Advisory Group
Michigan
$296K -$113K -387 -30%
EFS
752
Essex Financial Services
Connecticut
$294K -$2.04K -7 -0.8%
HTHT
753
Hemenway Trust Hemenway Trust
New Hampshire
$293K
LI
754
LMCG Investments
Massachusetts
$292K +$261K +897 New
WPC
755
Wedmont Private Capital
Pennsylvania
$291K +$36.9K +127 +17%
HFM
756
Harvest Fund Management
China
$291K +$106K +366 +69%
CA
757
Clearstead Advisors
Ohio
$289K +$81.4K +280 +46%
PI
758
Putnam Investments
Massachusetts
$288K -$13.4K -46 -5%
DY
759
Dowling & Yahnke
California
$287K +$27.6K +95 +12%
IA
760
IFP Advisors
Florida
$284K +$173K +596 +55%
MCC
761
Money Concepts Capital
Florida
$283K +$58.2K +200 +30%
JC
762
JB Capital
Connecticut
$282K -$205K -705 -45%
RWA
763
River Wealth Advisors
Pennsylvania
$281K +$29.1K +100 +13%
KBFS
764
Kohmann Bosshard Financial Services
Ohio
$280K
IWC
765
Integrated Wealth Concepts
Massachusetts
$278K -$88.4K -304 -26%
CWM
766
Congress Wealth Management
Massachusetts
$278K -$2.04K -7 -0.8%
CFFP
767
Center for Financial Planning
Michigan
$278K
MAM
768
McLean Asset Management
Virginia
$276K +$10.5K +36 +4%
WANY
769
Wealthspire Advisors (New York)
New York
$275K -$1.06M -3,636 -81%
HW
770
Hamilton Wealth
California
$275K +$4.36K +15 +2%
MC
771
Moors & Cabot
Massachusetts
$272K -$6.98K -24 -3%
LFA
772
Legacy Financial Advisors
Kentucky
$272K +$23.6K +81 +11%
AWM
773
Apollon Wealth Management
South Carolina
$269K +$240K +825 New
CBFP
774
Cedar Brook Financial Partners
Ohio
$268K -$139K -478 -37%
GL
775
Graypoint LLC
New York
$268K -$18.9K -65 -7%

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.