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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
AF
851
Advisornet Financial
Minnesota
$55K +$9.77K +34 +20%
BC
852
Burleson & Co
California
$54K
CH
853
Canton Hathaway
Rhode Island
$54K
MHR
854
Matthew Hamilton Rosenberg
$51K
CWM
855
Curi Wealth Management
North Carolina
$50K +$287 +1 +0.5%
GIS
856
Grayhawk Investment Strategies
Alberta, Canada
$49K +$40.8K +142 New
CAC
857
Core Alternative Capital
Georgia
$48K +$4.89K +17 +10%
AIC
858
Archer Investment Corporation
Indiana
$47.2K
CWM
859
Cranbrook Wealth Management
Michigan
$47K
FFA
860
Fairfield Financial Advisors
Massachusetts
$45.8K +$23K +80 +89%
PWMG
861
Prestige Wealth Management Group
New Jersey
$39K +$24.4K +85 +142%
EBA
862
Eagle Bay Advisors
New York
$38.6K +$41.1K +143 New
CMP
863
Coston McIsaac & Partners
Maine
$38K +$40.2K +140 New
SWM
864
Sugarloaf Wealth Management
Georgia
$37K
WTA
865
Washington Trust Advisors
Massachusetts
$35K -$416K -1,448 -92%
ADL
866
Asset Dedication LLC
California
$35K
LFG
867
Larson Financial Group
Missouri
$32K +$33.9K +118 New
SWA
868
Sutton Wealth Advisors
Florida
$31K +$3.16K +11 +11%
MPWT
869
MassMutual Private Wealth & Trust
Connecticut
$29K -$862 -3 -3%
TFM
870
TFC Financial Management
Massachusetts
$29K
CSB
871
City State Bank
Iowa
$27K
HDIM
872
Hanson & Doremus Investment Management
Vermont
$27K
SC
873
Steph & Co
Wisconsin
$27K
CWP
874
Concord Wealth Partners
Virginia
$25K -$4.89K -17 -16%
SWA
875
SOA Wealth Advisors
New York
$23K -$112K -389 -82%

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.