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1,017 hedge funds and large institutions have $61B invested in Aon in 2023 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 404 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

10% more capital invested

Capital invested by funds: $55.5B → $61B (+$5.48B)

9% more funds holding in top 10

Funds holding in top 10: 3336 (+3)

1% more funds holding

Funds holding: 1,0061,017 (+11)

0.72% more ownership

Funds ownership: 85.91%86.63% (+0.72%)

20% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 404

37% less call options, than puts

Call options by funds: $165M | Put options by funds: $263M

Holders
1,017
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
15.97%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.57%
New
87
Increased
323
Reduced
404
Closed
68
Calls
$165M
Puts
$263M
Net Calls
-$97.5M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
BONH
876
Bank of New Hampshire
New Hampshire
$136K +$1.3K +4 +1%
HB
877
Horizon Bancorp
Indiana
$135K
BTI
878
Blue Trust Inc
Georgia
$132K -$45.5K -140 -25%
WPA
879
West Paces Advisors
Georgia
$132K
VSQM
880
V-Square Quantitative Management
Illinois
$128K +$121K +372 New
CMF
881
Counterpoint Mutual Funds
California
$128K +$120K +370 New
FHA
882
First Horizon Advisors
Tennessee
$124K -$11K -34 -9%
RFA
883
Resurgent Financial Advisors
Georgia
$124K -$1.3K -4 -1%
ANBT
884
American National Bank & Trust
Texas
$123K
TAIM
885
TD Ameritrade Investment Management
Nebraska
$122K -$5.85K -18 -5%
HCP
886
Hexagon Capital Partners
Arkansas
$117K -$2.27K -7 -2%
WT
887
Washington Trust
Rhode Island
$117K -$325 -1 -0.3%
CFO
888
CVA Family Office
Colorado
$115K +$14.3K +44 +15%
SOW
889
State of Wyoming
Wyoming
$115K +$34.1K +105 +46%
FFA
890
Fairfield Financial Advisors
Massachusetts
$110K
GWM
891
Geneos Wealth Management
Colorado
$107K
GCM
892
Goldstream Capital Management
Hong Kong
$105K +$98.7K +304 New
VCM
893
Versant Capital Management
Arizona
$103K
FA
894
Fiduciary Alliance
South Carolina
$95.6K +$90K +277 New
CSWM
895
Cassady Schiller Wealth Management
Ohio
$94.9K
SSG
896
Summit Securities Group
New York
$93K -$43.5K -134 -33%
CT
897
Cambridge Trust
Massachusetts
$91.8K +$9.09K +28 +12%
OP
898
ORG Partners
Indiana
$89.3K +$85.4K +263 New
HFM
899
Harvest Fund Management
China
$88K +$69.2K +213 +507%
JSP
900
Jackson Square Partners
California
$87K -$10.4K -32 -11%

AON Hedge Fund Activity: Q2 2023 in Review

1,017 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q2 2023, worth a combined $61B — up 9.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new AON positions and 68 closed out — a net gain of 19 holders — while 323 added to existing stakes and 404 trimmed.

The largest buyer was C WorldWide Group, opening a new position worth an estimated $256M. The largest seller was Mawer Investment Management, cutting an estimated $108M.

  • 1,017 institutional investors held Aon (AON) as of Q2 2023, up from 1,006 in Q1 2023.
  • Funds reported $61B of Aon stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 87 funds opened new Aon positions in Q2 2023 and 68 closed out, a net change of +19 holders.
  • The largest Aon buyer in Q2 2023 was C WorldWide Group, an estimated $256M added.
  • The largest Aon seller in Q2 2023 was Mawer Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.