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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
AWS
826
Atria Wealth Solutions
New York
$211K +$188K +647 New
CWP
827
Curated Wealth Partners
California
$210K
HPWM
828
Highland Private Wealth Management
Washington
$209K +$187K +642 New
APW
829
Austin Private Wealth
Texas
$209K +$187K +643 New
SB
830
Simmons Bank
Arkansas
$208K +$186K +640 New
CIA
831
Choate Investment Advisors
Massachusetts
$207K -$230K -790 -55%
TWA
832
TCI Wealth Advisors
Arizona
$205K +$7.27K +25 +4%
DMBA
833
Deseret Mutual Benefit Administrators
Utah
$202K -$29.1K -100 -14%
CAG
834
Crestwood Advisors Group
Massachusetts
$202K +$180K +620 New
BBNA
835
Bremer Bank National Association
Minnesota
$201K +$179K +617 New
MA
836
Mutual Advisors
Nebraska
$201K +$180K +618 New
MCM
837
Manchester Capital Management
Vermont
$200K +$291 +1 +0.2%
GWMIA
838
Global Wealth Management Investment Advisory
Florida
$198K
SQA
839
Simon Quick Advisors
New Jersey
$194K +$106K +363 +156%
EI
840
Ellevest Inc
New York
$174K -$2.04K -7 -1%
CWA
841
Carolina Wealth Advisors
South Carolina
$173K
SOW
842
State of Wyoming
Wyoming
$170K -$18.9K -65 -11%
ST
843
Smithfield Trust
Pennsylvania
$168K -$30.8K -106 -17%
AA
844
Addison Advisors
Vermont
$164K
SSG
845
Summit Securities Group
New York
$159K +$142K +488 New
WPA
846
West Paces Advisors
Georgia
$157K
SWA
847
SOA Wealth Advisors
New York
$154K
BONH
848
Bank of New Hampshire
New Hampshire
$143K +$128K +440 New
MAM
849
Magellan Asset Management
Australia
$138K -$31.1K -107 -20%
BFC
850
Bedel Financial Consulting
Indiana
$136K

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.