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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
776
J.W. Cole Advisors
Florida
$294K -$13.6K -42 -5%
FC
777
Forte Capital
New York
$294K +$1.3K +4 +0.5%
HTHT
778
Hemenway Trust Hemenway Trust
New Hampshire
$293K
BSW
779
Buckingham Strategic Wealth
Missouri
$293K +$13.6K +42 +5%
CWM
780
Congress Wealth Management
Massachusetts
$293K +$4.55K +14 +2%
MAM
781
McLean Asset Management
Virginia
$290K -$1.3K -4 -0.5%
WFA
782
Wellspring Financial Advisors
Ohio
$286K
AAS
783
Annex Advisory Services
Wisconsin
$285K +$268K +825 New
CBFP
784
Cedar Brook Financial Partners
Ohio
$285K -$650 -2 -0.2%
PP
785
PDS Planning
Ohio
$282K +$50.7K +156 +24%
WF
786
Welch & Forbes
Massachusetts
$281K -$58.1K -179 -18%
SWM
787
Spire Wealth Management
Virginia
$280K -$10.1K -31 -4%
SFG
788
StrategIQ Financial Group
Indiana
$278K
EFG
789
Everhart Financial Group
Ohio
$278K +$25K +77 +11%
WorldQuant Millennium Advisors
790
WorldQuant Millennium Advisors
New York
$277K -$122K -377 -32%
FW
791
FirstPurpose Wealth
Utah
$276K +$9.09K +28 +4%
CIS
792
Connors Investor Services
Pennsylvania
$276K
IA
793
IFP Advisors
Florida
$275K
IA
794
Inspire Advisors
Idaho
$274K +$1.62K +5 +0.6%
BC
795
Brookfield Corp
Ontario, Canada
$273K -$59.1K -182 -19%
CWM
796
Connecticut Wealth Management
Connecticut
$273K +$257K +791 New
IAA
797
Independent Advisor Alliance
North Carolina
$273K -$197K -608 -43%
CS
798
Comerica Securities
Michigan
$271K -$10.7K -33 -4%
PA
799
Pinnacle Associates
New York
$271K +$28.3K +87 +12%
GVAG
800
Great Valley Advisor Group
Delaware
$270K +$13K +40 +5%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.