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
HR
876
Howe & Rusling
New York
$17K +$15.3K +54 +540%
Jones Financial Companies
877
Jones Financial Companies
Missouri
$16K -$2.26K -8 -12%
CYG
878
Clean Yield Group
Vermont
$14K
RDFA
879
Ritter Daniher Financial Advisory
Ohio
$14K
SIA
880
Sit Investment Associates
Minnesota
$14K
EW
881
Evoke Wealth
California
$14K +$9.89K +35 +206%
FMP
882
Financial Management Professionals
Texas
$13K
SBL
883
Sargent Bickham Lagudis
Colorado
$13K
NFSG
884
Newbridge Financial Services Group
Florida
$13K +$283 +1 +2%
JFA
885
JNBA Financial Advisors
Minnesota
$12K
TF
886
TimeScale Financial
Massachusetts
$12K
ZIG
887
Zullo Investment Group
Pennsylvania
$12K
JWM
888
Janiczek Wealth Management
Colorado
$11K
ME
889
McIlrath & Eck
Washington
$11K
VNA
890
Valley National Advisers
Pennsylvania
$11K
SFO
891
Standard Family Office
South Dakota
$10K
TCWA
892
Ten Capital Wealth Advisors
Washington
$10K +$11K +39 New
MCC
893
Money Concepts Capital
Florida
$9K -$178K -631 -95%
EARNEST Partners
894
EARNEST Partners
Georgia
$9K
PB
895
Pinnacle Bancorp
Nebraska
$9K
TIM
896
Tortoise Investment Management
New York
$9K
BA
897
Bellwether Advisors
Nebraska
$8K -$474K -1,676 -98%
BWM
898
BerganKDV Wealth Management
Minnesota
$8K
CTB
899
Country Trust Bank
Illinois
$8K
SC
900
Schubert & Co
Texas
$8K +$1.98K +7 +33%

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.