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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
MWA
776
Motive Wealth Advisors
Michigan
$212K -$105K -372 -32%
BWM
777
Baystate Wealth Management
Massachusetts
$212K +$283 +1 +0.1%
MWM
778
Maripau Wealth Management
Indiana
$210K +$283 +1 +0.1%
CWP
779
Curated Wealth Partners
California
$209K +$220K +780 New
RCAG
780
Rehmann Capital Advisory Group
Michigan
$209K -$283 -1 -0.1%
EL
781
Essex LLC
Illinois
$208K
RWA
782
River Wealth Advisors
Pennsylvania
$207K -$18.1K -64 -8%
GA
783
Geller Advisors
New York
$207K -$5.09K -18 -2%
FW
784
FirstPurpose Wealth
Utah
$207K +$218K +771 New
SFG
785
StrategIQ Financial Group
Indiana
$204K
GA
786
GraniteShares Advisors
New York
$203K -$20.6K -73 -9%
VCP
787
Verus Capital Partners
Arizona
$202K
GLA
788
Great Lakes Advisors
Illinois
$202K +$1.7K +6 +0.8%
MA
789
Mutual Advisors
Nebraska
$202K +$213K +753 New
OC
790
Oppenheimer & Co
New York
$201K -$26.6K -94 -11%
TWM
791
Tradition Wealth Management
Minnesota
$199K +$283 +1 +0.1%
TIA
792
Tiemann Investment Advisors
California
$182K
DWA
793
Dougherty Wealth Advisers
Minnesota
$177K
TWA
794
TCI Wealth Advisors
Arizona
$177K +$26.3K +93 +16%
DCM
795
Dupont Capital Management
Delaware
$169K -$44.4K -157 -20%
TAIM
796
TD Ameritrade Investment Management
Nebraska
$166K -$14.1K -50 -7%
MCM
797
Manchester Capital Management
Vermont
$164K
GWS
798
Glassman Wealth Services
Virginia
$164K +$3.39K +12 +2%
CA
799
Clearstead Advisors
Ohio
$163K
AA
800
Alta Advisers
United Kingdom
$161K +$170K +600 New

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.