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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
QC
976
Quent Capital
New York
$8.97K
JFA
977
JNBA Financial Advisors
Minnesota
$8.63K -$4.55K -14 -36%
FRA
978
Front Row Advisors
California
$8K -$1.95K -6 -21%
GEA
979
Glen Eagle Advisors
New Jersey
$7.94K
APW
980
Acima Private Wealth
Virginia
$7.25K
BWM
981
BerganKDV Wealth Management
Minnesota
$6.9K -$3.57K -11 -35%
DIP
982
DT Investment Partners
Pennsylvania
$6.39K
ETC
983
Exchange Traded Concepts
Oklahoma
$5.52K -$16.9K -52 -76%
Jones Financial Companies
984
Jones Financial Companies
Missouri
$5.18K -$4.87K -15 -50%
CFD
985
Creative Financial Designs
Indiana
$5.18K
PP
986
PFS Partners
New Jersey
$5.18K
Kayne Anderson Rudnick Investment Management
987
Kayne Anderson Rudnick Investment Management
California
$5.18K +$1.3K +4 +36%
SA
988
SRH Advisors
Kansas
$5.04K
TFGT
989
TS Financial Group (TSFG)
Illinois
$5K +$4.55K +14 New
CA
990
Crewe Advisors
Utah
$4.49K -$41.6K -128 -91%
HWM
991
HighMark Wealth Management
Minnesota
$4.15K -$325 -1 -8%
TFM
992
TFC Financial Management
Massachusetts
$4.15K -$61.1K -188 -94%
CT
993
Colonial Trust
South Carolina
$3.76K
MA
994
MCF Advisors
Kentucky
$3.45K
SIC
995
SJS Investment Consulting
Ohio
$3.11K
CWP
996
Concord Wealth Partners
Virginia
$3.11K
NMG
997
New Millennium Group
Utah
$3.11K
CPG
998
Cornerstone Planning Group
New Jersey
$3.11K +$2.92K +9 New
GI
999
Gradient Investments
Minnesota
$3.11K +$2.92K +9 New
CAS
1000
Coppell Advisory Solutions
Texas
$3.08K +$2.92K +9 New

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.