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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
901
City State Bank
Iowa
$33K
HDIM
902
Hanson & Doremus Investment Management
Vermont
$33K
SC
903
Steph & Co
Wisconsin
$33K +$29.1K +100 New
FFA
904
Fairfield Financial Advisors
Massachusetts
$29.3K +$26.2K +90 New
TFO
905
Tarbox Family Office
California
$28K
Jones Financial Companies
906
Jones Financial Companies
Missouri
$25K -$7.27K -25 -25%
CWC
907
Carolinas Wealth Consulting
North Carolina
$25K
NC
908
NewSquare Capital
Pennsylvania
$24K
JFGIW
909
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
BWP
910
Baldwin Wealth Partners
Massachusetts
$21K +$4.65K +16 +33%
ANBT
911
American National Bank & Trust
Texas
$21K +$18.3K +63 New
CTB
912
Country Trust Bank
Illinois
$20K
PWMG
913
Prestige Wealth Management Group
New Jersey
$20K +$4.36K +15 +33%
FAG
914
Fortitude Advisory Group
Washington
$20K +$17.7K +61 New
SIA
915
Sit Investment Associates
Minnesota
$18K
CYG
916
Clean Yield Group
Vermont
$17K
RDFA
917
Ritter Daniher Financial Advisory
Ohio
$17K +$15.1K +52 New
WAM
918
Worth Asset Management
Texas
$17K +$18K +62 New
ETC
919
Exchange Traded Concepts
Oklahoma
$15K -$654K -2,249 -98%
PFGIA
920
Patriot Financial Group Insurance Agency
Massachusetts
$15K -$46.5K -160 -78%
NFSG
921
Newbridge Financial Services Group
Florida
$15K -$26.2K -90 -66%
JWM
922
Janiczek Wealth Management
Colorado
$15K
GA
923
GoalVest Advisory
New York
$15K +$13.1K +45 New
BDWM
924
Brewin Dolphin Wealth Management
Ireland
$15K +$13.7K +47 New
JFA
925
JNBA Financial Advisors
Minnesota
$14K

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.