We are live on ! Find out more

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
CWC
876
Carolinas Wealth Consulting
North Carolina
$21K
NC
877
NewSquare Capital
Pennsylvania
$20K
ODG
878
O'Dell Group
Ohio
$18K -$16.7K -58 -46%
Jones Financial Companies
879
Jones Financial Companies
Missouri
$18K -$2.59K -9 -12%
BWP
880
Baldwin Wealth Partners
Massachusetts
$18K
TCOV
881
Trust Company of Vermont
Vermont
$18K +$19.3K +67 New
BPC
882
Banque Pictet & Cie
Switzerland
$17.2K +$343K +1,192 +2%
ANBT
883
American National Bank & Trust
Texas
$17K
WAM
884
Worth Asset Management
Texas
$17K
SC
885
SouthState Corp
Florida
$16K +$17.2K +60 New
SIA
886
Sit Investment Associates
Minnesota
$15K
BIA
887
Bell Investment Advisors
California
$15K +$15.5K +54 New
CYG
888
Clean Yield Group
Vermont
$14K
RDFA
889
Ritter Daniher Financial Advisory
Ohio
$14K
NFSG
890
Newbridge Financial Services Group
Florida
$13K
FMP
891
Financial Management Professionals
Texas
$13K +$10.3K +36 +327%
SBL
892
Sargent Bickham Lagudis
Colorado
$13K +$14.4K +50 New
JWM
893
Janiczek Wealth Management
Colorado
$12K -$1.44K -5 -11%
JFA
894
JNBA Financial Advisors
Minnesota
$12K
PFGIA
895
Patriot Financial Group Insurance Agency
Massachusetts
$12K
TF
896
TimeScale Financial
Massachusetts
$12K
ZIG
897
Zullo Investment Group
Pennsylvania
$12K
CA
898
CoreCap Advisors
Michigan
$12K +$13.2K +46 New
ME
899
McIlrath & Eck
Washington
$11K
VNA
900
Valley National Advisers
Pennsylvania
$11K

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.