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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
EW
926
Evoke Wealth
California
$5K -$1.44K -5 -23%
WWM
927
Wolff Wiese Magana
California
$5K +$862 +3 +20%
SFG
928
Steward Financial Group
Texas
$5K +$1.73K +6 +40%
CAL
929
Capital Advisors Ltd
Ohio
$5K +$4.31K +15 +750%
CWM
930
Castle Wealth Management
Florida
$5K +$5.75K +20 New
HWA
931
HHM Wealth Advisors
Tennessee
$5K +$5.75K +20 New
PP
932
PFS Partners
New Jersey
$4.05K
CFD
933
Creative Financial Designs
Indiana
$4K
FBT
934
First Bank & Trust
South Dakota
$4K
SA
935
SRH Advisors
Kansas
$4K
FWA
936
FSC Wealth Advisors
New York
$4K +$4.31K +15 New
HR
937
Howe & Rusling
New York
$3K -$575 -2 -17%
ACK
938
Andrew C. Karlinski
$3K
MA
939
MCF Advisors
Kentucky
$3K
SC
940
Sierra Capital
Florida
$3K
FRA
941
Front Row Advisors
California
$2K -$2.01K -7 -47%
ACM
942
AUA Capital Management
Pennsylvania
$2K -$862 -3 -30%
DI
943
Disciplined Investments
Oklahoma
$2K -$575 -2 -25%
BCMLT
944
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K
COCM
945
Charter Oak Capital Management
New Hampshire
$2K
GLLW
946
Graves Light Lenhart Wealth
Virginia
$2K
S
947
Surevest
California
$2K
VRM
948
Vectors Research Management
New York
$2K
FMB
949
Field & Main Bank
Kentucky
$2K +$2.3K +8 New
NMG
950
New Millennium Group
Utah
$2K +$2.59K +9 New

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.