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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
VVP
776
Venture Visionary Partners
Ohio
$268K -$5.53K -19 -2%
IIC
777
Integrated Investment Consultants
Michigan
$266K +$3.49K +12 +1%
PCP
778
Proficio Capital Partners
Massachusetts
$266K +$43K +148 +22%
LCWP
779
Legacy Capital Wealth Partners
Arkansas
$266K +$238K +818 New
CTC
780
Central Trust Company
Missouri
$264K -$10.2K -35 -4%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$262K -$53.8K -185 -19%
EMG
782
ETF Managers Group
New Jersey
$262K +$234K +803 New
OC
783
Oppenheimer & Co
New York
$261K -$33.4K -115 -13%
AUB
784
Atlantic Union Bankshares
Virginia
$261K -$27.6K -95 -11%
HI
785
Hendershot Investments
Virginia
$261K
TC
786
Titleist Capital
Texas
$261K +$29.7K +102 +15%
CPIG
787
Chicago Partners Investment Group
Illinois
$260K +$5.53K +19 +2%
GA
788
Geller Advisors
New York
$258K -$8.73K -30 -4%
AMC
789
Asset Management Corp
Illinois
$258K +$291 +1 +0.1%
CA
790
Continuum Advisory
Idaho
$257K -$288K -989 -53%
TPWA
791
TRUE Private Wealth Advisors
Oregon
$254K +$873 +3 +0.3%
KWM
792
Kolinsky Wealth Management
New Jersey
$254K +$14.5K +50 +7%
FPAS
793
Focus Partners Advisor Solutions
Missouri
$252K -$359K -1,233 -61%
HFS
794
Horizon Financial Services
North Carolina
$251K +$224K +771 New
TAIM
795
TD Ameritrade Investment Management
Nebraska
$249K -$226K -777 -50%
SFG
796
StrategIQ Financial Group
Indiana
$248K -$29.1K -100 -12%
HWM
797
HB Wealth Management
Georgia
$246K +$219K +754 New
TWM
798
Tradition Wealth Management
Minnesota
$245K +$2.91K +10 +1%
BFS
799
Bradley Foster & Sargent
Connecticut
$244K +$218K +750 New
NCM
800
New Capital Management
Texas
$241K

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.