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959 hedge funds and large institutions have $49.2B invested in Aon in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 310 increasing their positions, 376 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $219M | Put options by funds: $125M

5% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 97

1.44% less ownership

Funds ownership: 87.73%86.29% (-1.4%)

2% less funds holding

Funds holding: 980959 (-21)

16% less funds holding in top 10

Funds holding in top 10: 3731 (-6)

18% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 376

19% less capital invested

Capital invested by funds: $60.8B → $49.2B (-$11.6B)

Holders
959
Holders Change
-21
Holders Change %
-2.14%
% of All Funds
16.16%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.52%
New
92
Increased
310
Reduced
376
Closed
97
Calls
$219M
Puts
$125M
Net Calls
+$93.7M
Net Calls Change
+$96M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
801
Ellevest Inc
New York
$194K +$53.2K +185 +35%
TIA
802
Tiemann Investment Advisors
California
$183K
MCC
803
Money Concepts Capital
Florida
$182K -$58.6K -204 -23%
TAIM
804
TD Ameritrade Investment Management
Nebraska
$180K -$27.6K -96 -13%
DWA
805
Dougherty Wealth Advisers
Minnesota
$178K
MCM
806
Manchester Capital Management
Vermont
$166K -$287 -1 -0.2%
CA
807
Clearstead Advisors
Ohio
$164K -$80.5K -280 -32%
GWMIA
808
Global Wealth Management Investment Advisory
Florida
$164K
GWS
809
Glassman Wealth Services
Virginia
$162K +$173K +601 New
TWA
810
TCI Wealth Advisors
Arizona
$153K -$17.2K -60 -10%
BTI
811
Blue Trust Inc
Georgia
$151K +$134K +466 New
CG
812
Cutler Group
California
$149K +$159K +554 New
CWA
813
Carolina Wealth Advisors
South Carolina
$143K
ST
814
Smithfield Trust
Pennsylvania
$140K
AAP
815
Arax Advisory Partners
Colorado
$140K +$34.5K +120 +30%
AA
816
Addison Advisors
Vermont
$136K
CCM
817
Covington Capital Management
California
$121K -$67.8K -236 -34%
BONH
818
Bank of New Hampshire
New Hampshire
$119K
HNWAG
819
High Net Worth Advisory Group
Florida
$113K
APP
820
Alpha Paradigm Partners
Illinois
$110K +$117K +408 New
FAM
821
Fred Alger Management
New York
$107K +$42.3K +147 +59%
CT
822
Cambridge Trust
Massachusetts
$105K +$13.8K +48 +14%
FHA
823
First Horizon Advisors
Tennessee
$105K +$63.8K +222 +131%
WPA
824
West Paces Advisors
Georgia
$103K -$28.7K -100 -21%
PCH
825
Polar Capital Holdings
United Kingdom
$97.1K +$6.47M +22,500 +7%

AON Hedge Fund Activity: Q2 2022 in Review

959 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2022, worth a combined $49.2B — down 19% from $60.8B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of AON and 92 opened new positions — a net loss of 5 holders — while 376 trimmed existing stakes and 310 added.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Massachusetts Financial Services, cutting an estimated $455M.

  • 959 institutional investors held Aon (AON) as of Q2 2022, down from 980 in Q1 2022.
  • Funds reported $49.2B of Aon stock for Q2 2022, down 19% quarter-over-quarter.
  • 92 funds opened new Aon positions in Q2 2022 and 97 closed out, a net change of -5 holders.
  • The largest Aon buyer in Q2 2022 was JP Morgan Chase, an estimated $296M added.
  • The largest Aon seller in Q2 2022 was Massachusetts Financial Services, an estimated $455M sold.

Based on aggregated 13F filings for Q2 2022.