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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
GBT
901
Grove Bank & Trust
Florida
$85.6K
HI
902
Harbour Investments
Wisconsin
$83.9K +$974 +3 +1%
GWSG
903
GPS Wealth Strategies Group
Colorado
$81.9K
OC
904
Oakworth Capital
Alabama
$80.1K
TWC
905
TD Waterhouse Canada
Ontario, Canada
$79.4K -$507K -1,562 -88%
SIC
906
Salem Investment Counselors
North Carolina
$77K
GFPC
907
Global Financial Private Client
Florida
$75.2K
WTG
908
West Tower Group
Virginia
$73.9K +$69.5K +214 New
AF
909
Advisornet Financial
Minnesota
$70.8K -$13.6K -42 -17%
CAC
910
Core Alternative Capital
Georgia
$70.1K
FFA
911
Farther Finance Advisors
California
$69.7K +$325 +1 +0.5%
CH
912
Canton Hathaway
Rhode Island
$69K
MHR
913
Matthew Hamilton Rosenberg
$64.9K +$325 +1 +0.5%
IG
914
ING Group
Netherlands
$61.1K -$11.3M -34,726 -99%
CCA
915
Column Capital Advisors
Indiana
$60.8K -$12.3K -38 -18%
BWA
916
BDO Wealth Advisors
Florida
$60.4K +$8.12K +25 +17%
SV
917
Sturgeon Ventures
United Kingdom
$60.4K
WPWM
918
Western Pacific Wealth Management
Illinois
$59.4K
BWM
919
Baystate Wealth Management
Massachusetts
$56.7K -$26K -80 -33%
FCAG
920
First Capital Advisors Group
New Jersey
$55.7K +$52.3K +161 New
SVCP
921
Silicon Valley Capital Partners
California
$55.2K +$52K +160 New
FMII
922
Farmers & Merchants Investments Inc
Nebraska
$50.7K
GIS
923
Grayhawk Investment Strategies
Alberta, Canada
$49K
CMP
924
Coston McIsaac & Partners
Maine
$48K
EBA
925
Eagle Bay Advisors
New York
$48K +$1.62K +5 +4%

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.