We are live on ! Find out more

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
CPIG
801
Chicago Partners Investment Group
Illinois
$262K -$26.9K -87 -10%
WFA
802
Wellspring Financial Advisors
Ohio
$261K +$257K +829 New
CBFP
803
Cedar Brook Financial Partners
Ohio
$261K +$310 +1 +0.1%
HCM
804
Hollencrest Capital Management
California
$259K +$177K +571 +227%
CS
805
Comerica Securities
Michigan
$258K +$84.2K +272 +50%
SFG
806
StrategIQ Financial Group
Indiana
$254K +$13.9K +45 +6%
CPRC
807
Consolidated Portfolio Review Corp
New York
$253K +$249K +804 New
ETH
808
Exos TFP Holdings
New York
$253K +$181K +585 +270%
CIS
809
Connors Investor Services
Pennsylvania
$252K -$61.9K -200 -20%
IA
810
Inspire Advisors
Idaho
$249K
ADL
811
Asset Dedication LLC
California
$249K +$133K +430 +119%
CA
812
Clearstead Advisors
Ohio
$248K +$54.8K +177 +29%
FW
813
FirstPurpose Wealth
Utah
$243K -$50.5K -163 -17%
BSW
814
Buckingham Strategic Wealth
Missouri
$242K
PI
815
Putnam Investments
Massachusetts
$236K +$7.12K +23 +3%
MWM
816
Maripau Wealth Management
Indiana
$236K +$310 +1 +0.1%
CW
817
Channel Wealth
California
$236K +$232K +748 New
VWM
818
Valley Wealth Managers
New Jersey
$235K -$13.3K -43 -5%
GVAG
819
Great Valley Advisor Group
Delaware
$235K +$230K +743 New
NCM
820
New Capital Management
Texas
$234K
EL
821
Essex LLC
Illinois
$233K
LCM
822
Laurion Capital Management
New York
$233K +$229K +739 New
FNBT
823
FineMark National Bank & Trust
Florida
$231K +$227K +734 New
EFG
824
Everhart Financial Group
Ohio
$230K +$226K +729 New
TNA
825
True North Advisors
Texas
$229K +$225K +727 New

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.