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1,006 hedge funds and large institutions have $55.5B invested in Aon in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 338 increasing their positions, 401 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $288M | Put options by funds: $201M

6% more capital invested

Capital invested by funds: $52.5B → $55.5B (+$3.07B)

1.36% more ownership

Funds ownership: 84.55%85.91% (+1.4%)

6% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 82

2% less funds holding

Funds holding: 1,0291,006 (-23)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

16% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 401

Holders
1,006
Holders Change
-23
Holders Change %
-2.24%
% of All Funds
16.03%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.53%
New
77
Increased
338
Reduced
401
Closed
82
Calls
$288M
Puts
$201M
Net Calls
+$87.1M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
776
Mainstay Capital Management
Michigan
$289K
GWM
777
Gitterman Wealth Management
New Jersey
$287K +$282K +911 New
CT
778
Coastline Trust
Rhode Island
$285K -$9.29K -30 -3%
CAMG
779
CWA Asset Management Group
Florida
$285K -$21.7K -70 -7%
GA
780
Geller Advisors
New York
$285K +$37.8K +122 +16%
OC
781
Oppenheimer & Co
New York
$284K +$47.4K +153 +20%
WIA
782
Westbourne Investment Advisors
Maryland
$284K
LI
783
LMCG Investments
Massachusetts
$283K
JWCA
784
J.W. Cole Advisors
Florida
$282K +$22.9K +74 +9%
RPGK
785
Retirement Planning Group (Kansas)
Kansas
$279K
CG
786
Colony Group
Massachusetts
$275K -$1.1M -3,558 -80%
TPWA
787
TRUE Private Wealth Advisors
Oregon
$274K
NP
788
NorthRock Partners
Minnesota
$273K -$66.9K -216 -20%
KBFS
789
Kohmann Bosshard Financial Services
Ohio
$271K
CFFP
790
Center for Financial Planning
Michigan
$269K
HTHT
791
Hemenway Trust Hemenway Trust
New Hampshire
$268K
Parallax Volatility Advisers
792
Parallax Volatility Advisers
California
$267K -$1.79M -5,797 -87%
FC
793
Forte Capital
New York
$267K
SWM
794
Spire Wealth Management
Virginia
$266K +$169K +546 +184%
MAM
795
McLean Asset Management
Virginia
$266K -$15.8K -51 -6%
SG
796
Stonnington Group
California
$265K
VVP
797
Venture Visionary Partners
Ohio
$265K +$9.29K +30 +4%
PCIA
798
Prime Capital Investment Advisors
Kansas
$263K +$258K +833 New
CWM
799
Congress Wealth Management
Massachusetts
$263K -$6.19K -20 -2%
CFP
800
Catalyst Financial Partners
Massachusetts
$262K -$13.3K -43 -5%

AON Hedge Fund Activity: Q1 2023 in Review

1,006 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2023, worth a combined $55.5B — up 5.9% from $52.5B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of AON and 77 opened new positions — a net loss of 5 holders — while 401 trimmed existing stakes and 338 added.

The largest buyer was Morgan Stanley, adding an estimated $1.04B. The largest seller was JP Morgan Chase, cutting an estimated $251M.

  • 1,006 institutional investors held Aon (AON) as of Q1 2023, down from 1,029 in Q4 2022.
  • Funds reported $55.5B of Aon stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 77 funds opened new Aon positions in Q1 2023 and 82 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q1 2023 was Morgan Stanley, an estimated $1.04B added.
  • The largest Aon seller in Q1 2023 was JP Morgan Chase, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2023.