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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
AIC
851
Archer Investment Corporation
Indiana
$38.8K -$8.48K -30 -17%
PWMG
852
Prestige Wealth Management Group
New Jersey
$37K -$2.26K -8 -6%
EBA
853
Eagle Bay Advisors
New York
$37K -$1.41K -5 -3%
CMP
854
Coston McIsaac & Partners
Maine
$37K
SWM
855
Sugarloaf Wealth Management
Georgia
$37K
SC
856
Steph & Co
Wisconsin
$33K +$6.5K +23 +23%
SWA
857
Sutton Wealth Advisors
Florida
$30.8K
WPWM
858
Western Pacific Wealth Management
Illinois
$29K +$31.1K +110 New
TFM
859
TFC Financial Management
Massachusetts
$28K
SWM
860
Spire Wealth Management
Virginia
$27K -$278K -984 -91%
CSB
861
City State Bank
Iowa
$27K
HDIM
862
Hanson & Doremus Investment Management
Vermont
$27K
TCOV
863
Trust Company of Vermont
Vermont
$27K +$9.33K +33 +49%
NICM
864
Neo Ivy Capital Management
New York
$25K +$26K +92 New
CWM
865
Cranbrook Wealth Management
Michigan
$23K -$24.3K -86 -50%
BIA
866
Bell Investment Advisors
California
$23K +$9.05K +32 +59%
AIP
867
Almanack Investment Partners
Pennsylvania
$23K +$24.3K +86 New
CWC
868
Carolinas Wealth Consulting
North Carolina
$21K +$283 +1 +1%
NC
869
NewSquare Capital
Pennsylvania
$20K
SWA
870
SOA Wealth Advisors
New York
$19K -$3.39K -12 -14%
ANBT
871
American National Bank & Trust
Texas
$19K +$2.54K +9 +14%
C
872
Covestor
United Kingdom
$19K +$13.6K +48 +209%
ODG
873
O'Dell Group
Ohio
$18K
BWP
874
Baldwin Wealth Partners
Massachusetts
$17K
WAM
875
Worth Asset Management
Texas
$17K

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.