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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
CCA
801
Cobblestone Capital Advisors
New York
$238K
WCAMG
802
Woodard & Company Asset Management Group
North Carolina
$234K
OWM
803
OneAscent Wealth Management
Alabama
$233K -$9.02K -31 -4%
PCA
804
Personal Capital Advisors
California
$232K +$9.02K +31 +5%
MSR
805
Main Street Research
Connecticut
$231K -$10.2K -35 -5%
SW
806
SteelPeak Wealth
California
$230K -$4.07K -14 -2%
WF
807
Welch & Forbes
Massachusetts
$228K -$29.1K -100 -13%
LF
808
Lantz Financial
Illinois
$228K +$204K +701 New
NC
809
NovaPoint Capital
Georgia
$226K
GDP
810
Great Diamond Partners
Maine
$225K -$17.5K -60 -8%
SMA
811
Sage Mountain Advisors
Georgia
$225K -$15.4K -53 -7%
LSPW
812
Lake Street Private Wealth
Illinois
$224K +$4.95K +17 +3%
CCM
813
Covington Capital Management
California
$223K +$68.1K +234 +52%
BDF
814
Balasa Dinverno & Foltz
$222K -$291 -1 -0.1%
TIA
815
Tiemann Investment Advisors
California
$221K -$91.9K -316 -32%
KP
816
Keel Point
Alabama
$221K -$2.33K -8 -1%
FSA
817
Fort Sheridan Advisors
Illinois
$220K
BP
818
Ballentine Partners
Massachusetts
$219K +$195K +671 New
VCP
819
Verus Capital Partners
Arizona
$218K +$220K +755 New
MWM
820
Maripau Wealth Management
Indiana
$217K +$291 +1 +0.1%
CWG
821
Cornerstone Wealth Group
North Carolina
$217K +$194K +667 New
IFWM
822
Institute for Wealth Management
Colorado
$216K +$193K +662 New
DWA
823
Dougherty Wealth Advisers
Minnesota
$215K
MFW
824
Meristem Family Wealth
Minnesota
$214K +$191K +657 New
BRWM
825
B. Riley Wealth Management
Tennessee
$213K -$4.65K -16 -2%

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.