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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
EFG
751
Everhart Financial Group
Ohio
$235K +$248K +877 New
PCMC
752
Private Capital Management (Colorado)
Colorado
$235K +$248K +877 New
SA
753
Shilanski & Associates
Alaska
$235K +$248K +877 New
TPWA
754
TRUE Private Wealth Advisors
Oregon
$232K -$1.13K -4 -0.5%
PCP
755
Proficio Capital Partners
Massachusetts
$232K +$15K +53 +6%
ICG
756
InterOcean Capital Group
Tennessee
$230K -$294K -1,039 -55%
KBFS
757
Kohmann Bosshard Financial Services
Ohio
$230K
SG
758
Stonnington Group
California
$229K -$28.3K -100 -11%
VWM
759
Valley Wealth Managers
New Jersey
$229K
CFFP
760
Center for Financial Planning
Michigan
$228K
CWM
761
Congress Wealth Management
Massachusetts
$228K
HTHT
762
Hemenway Trust Hemenway Trust
New Hampshire
$228K
FC
763
Forte Capital
New York
$227K -$7.07K -25 -3%
PFM
764
Premier Fund Managers
United Kingdom
$224K -$4.32M -15,276 -95%
PI
765
Putnam Investments
Massachusetts
$224K -$11.3K -40 -5%
BSW
766
Buckingham Strategic Wealth
Missouri
$220K +$232K +821 New
DY
767
Dowling & Yahnke
California
$219K +$9.05K +32 +4%
NIM
768
NuWave Investment Management
New Jersey
$218K +$230K +814 New
NP
769
NorthRock Partners
Minnesota
$217K -$61.6K -218 -21%
VVP
770
Venture Visionary Partners
Ohio
$217K
HPWM
771
Highland Private Wealth Management
Washington
$217K +$228K +807 New
HI
772
Hendershot Investments
Virginia
$214K
IIL
773
Insight Inv LLC
California
$214K
AMC
774
Asset Management Corp
Illinois
$213K +$283 +1 +0.1%
EGM
775
Engineers Gate Manager
New York
$212K -$620K -2,195 -74%

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.