We are live on ! Find out more

944 hedge funds and large institutions have $48.5B invested in Aon in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 352 increasing their positions, 322 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $245M | Put options by funds: $200M

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

9% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 322

0.29% less ownership

Funds ownership: 86.29%86% (-0.29%)

2% less capital invested

Capital invested by funds: $49.2B → $48.5B (-$764M)

5% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 77

2% less funds holding

Funds holding: 959944 (-15)

Holders
944
Holders Change
-15
Holders Change %
-1.56%
% of All Funds
16.26%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.6%
New
73
Increased
352
Reduced
322
Closed
77
Calls
$245M
Puts
$200M
Net Calls
+$44.9M
Net Calls Change
-$48.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
826
Versant Capital Management
Arizona
$79K
FAM
827
Fred Alger Management
New York
$78K -$30.2K -107 -27%
CFO
828
CVA Family Office
Colorado
$78K +$9.89K +35 +14%
TFS
829
TrustCore Financial Services
Tennessee
$72K -$9.05K -32 -11%
CI Investments Inc
830
CI Investments Inc
Ontario, Canada
$72K +$68.7K +243 +972%
FFA
831
Fairfield Financial Advisors
Massachusetts
$68.3K +$24K +85 +50%
HI
832
Harbour Investments
Wisconsin
$68K
MA
833
Montag & Associates
Georgia
$67K
CT
834
Cambridge Trust
Massachusetts
$66K -$39.9K -141 -36%
GWSG
835
GPS Wealth Strategies Group
Colorado
$64K
CCA
836
Column Capital Advisors
Indiana
$62K
GFPC
837
Global Financial Private Client
Florida
$61.2K
RTC
838
Riverview Trust Company
Washington
$61K
Bank of Montreal
839
Bank of Montreal
Ontario, Canada
$57.2K -$3.16M -11,179 -5%
BWA
840
BDO Wealth Advisors
Florida
$56K
AF
841
Advisornet Financial
Minnesota
$56K +$1.41K +5 +2%
WTA
842
Washington Trust Advisors
Massachusetts
$56K +$21.8K +77 +59%
BC
843
Burleson & Co
California
$54K
CH
844
Canton Hathaway
Rhode Island
$54K
GIS
845
Grayhawk Investment Strategies
Alberta, Canada
$52K
CAC
846
Core Alternative Capital
Georgia
$51K +$2.83K +10 +6%
MHR
847
Matthew Hamilton Rosenberg
$50K +$565 +2 +1%
OCM
848
Orion Capital Management
California
$47K +$49.8K +176 New
MPWT
849
MassMutual Private Wealth & Trust
Connecticut
$42K +$14.4K +51 +48%
FMII
850
Farmers & Merchants Investments Inc
Nebraska
$39K -$32.5K -115 -44%

AON Hedge Fund Activity: Q3 2022 in Review

944 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q3 2022, worth a combined $48.5B — down 1.6% from $49.2B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of AON and 73 opened new positions — a net loss of 4 holders — while 322 trimmed existing stakes and 352 added.

The largest buyer was Janus Henderson Group, adding an estimated $350M. The largest seller was Viking Global Investors, exiting entirely with an estimated $190M sold.

  • 944 institutional investors held Aon (AON) as of Q3 2022, down from 959 in Q2 2022.
  • Funds reported $48.5B of Aon stock for Q3 2022, down 1.6% quarter-over-quarter.
  • 73 funds opened new Aon positions in Q3 2022 and 77 closed out, a net change of -4 holders.
  • The largest Aon buyer in Q3 2022 was Janus Henderson Group, an estimated $350M added.
  • The largest Aon seller in Q3 2022 was Viking Global Investors, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2022.