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959 hedge funds and large institutions have $49.2B invested in Aon in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 310 increasing their positions, 376 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $219M | Put options by funds: $125M

5% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 97

1.44% less ownership

Funds ownership: 87.73%86.29% (-1.4%)

2% less funds holding

Funds holding: 980959 (-21)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

18% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 376

19% less capital invested

Capital invested by funds: $60.8B → $49.2B (-$11.6B)

Holders
959
Holders Change
-21
Holders Change %
-2.14%
% of All Funds
16.16%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.52%
New
92
Increased
310
Reduced
376
Closed
97
Calls
$219M
Puts
$125M
Net Calls
+$93.7M
Net Calls Change
+$96M
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$244K +$862 +3 +0.3%
WIA
752
Westbourne Investment Advisors
Maryland
$243K -$67.5K -235 -21%
LCWP
753
Legacy Capital Wealth Partners
Arkansas
$243K +$24.1K +84 +10%
LI
754
LMCG Investments
Massachusetts
$242K
DMBA
755
Deseret Mutual Benefit Administrators
Utah
$241K +$78.2K +272 +44%
DU
756
Delphia (USA)
Ontario, Canada
$241K +$256K +892 New
GCP
757
GSA Capital Partners
United Kingdom
$240K -$311K -1,082 -55%
RPGK
758
Retirement Planning Group (Kansas)
Kansas
$239K +$255K +886 New
JC
759
JB Capital
Connecticut
$238K +$4.89K +17 +2%
GL
760
Graypoint LLC
New York
$238K +$17K +59 +7%
PI
761
Putnam Investments
Massachusetts
$237K -$2.01K -7 -0.8%
MAM
762
McLean Asset Management
Virginia
$237K +$575 +2 +0.2%
FC
763
Forte Capital
New York
$235K -$101K -350 -29%
TPWA
764
TRUE Private Wealth Advisors
Oregon
$235K
KBFS
765
Kohmann Bosshard Financial Services
Ohio
$232K
CBFP
766
Cedar Brook Financial Partners
Ohio
$232K +$10.6K +37 +4%
BAM
767
Blueshift Asset Management
New Jersey
$231K -$695K -2,417 -74%
VWM
768
Valley Wealth Managers
New Jersey
$231K -$88K -306 -26%
CWM
769
Congress Wealth Management
Massachusetts
$230K -$287 -1 -0.1%
CFFP
770
Center for Financial Planning
Michigan
$230K
HTHT
771
Hemenway Trust Hemenway Trust
New Hampshire
$229K -$14.4K -50 -6%
OC
772
Oppenheimer & Co
New York
$228K +$12.9K +45 +6%
SSG
773
Summit Securities Group
New York
$228K +$103K +357 +73%
IWC
774
Integrated Wealth Concepts
Massachusetts
$227K -$3.45K -12 -1%
RWA
775
River Wealth Advisors
Pennsylvania
$226K -$7.19K -25 -3%

AON Hedge Fund Activity: Q2 2022 in Review

959 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2022, worth a combined $49.2B — down 19% from $60.8B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AON and 92 opened new positions — a net loss of 5 holders — while 376 trimmed existing stakes and 310 added.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Massachusetts Financial Services, cutting an estimated $455M.

  • 959 institutional investors held Aon (AON) as of Q2 2022, down from 980 in Q1 2022.
  • Funds reported $49.2B of Aon stock for Q2 2022, down 19% quarter-over-quarter.
  • 92 funds opened new Aon positions in Q2 2022 and 97 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q2 2022 was JP Morgan Chase, an estimated $296M added.
  • The largest Aon seller in Q2 2022 was Massachusetts Financial Services, an estimated $455M sold.

Based on aggregated 13F filings for Q2 2022.