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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
EP
1001
Edgestream Partners
New Jersey
-$306K -940 Closed
AC
1002
ASB Consultores
Florida
-$304K -934 Closed
RHBC
1003
R.H. Bluestein & Co
Michigan
-$298K -916 Closed
WPC
1004
Wedmont Private Capital
Pennsylvania
-$291K -891 Closed
WWM
1005
Windsor Wealth Management
Indiana
-$296K -888 Closed
HW
1006
Hamilton Wealth
California
-$275K -844 Closed
MC
1007
Moors & Cabot
Massachusetts
-$272K -834 Closed
IIC
1008
Integrated Investment Consultants
Michigan
-$266K -816 Closed
LWCFA
1009
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$262K -804 Closed
EMG
1010
ETF Managers Group
New Jersey
-$262K -803 Closed
TC
1011
Titleist Capital
Texas
-$261K -800 Closed
KWM
1012
Kolinsky Wealth Management
New Jersey
-$254K -781 Closed
HFS
1013
Horizon Financial Services
North Carolina
-$251K -771 Closed
BFS
1014
Bradley Foster & Sargent
Connecticut
-$244K -750 Closed
CCA
1015
Cobblestone Capital Advisors
New York
-$238K -730 Closed
WCAMG
1016
Woodard & Company Asset Management Group
North Carolina
-$234K -720 Closed
PCA
1017
Personal Capital Advisors
California
-$232K -712 Closed
MSR
1018
Main Street Research
Connecticut
-$231K -710 Closed
SW
1019
SteelPeak Wealth
California
-$230K -707 Closed
CWP
1020
Curated Wealth Partners
California
-$210K -700 Closed
WF
1021
Welch & Forbes
Massachusetts
-$228K -700 Closed
NC
1022
NovaPoint Capital
Georgia
-$226K -695 Closed
GDP
1023
Great Diamond Partners
Maine
-$225K -694 Closed
SMA
1024
Sage Mountain Advisors
Georgia
-$225K -691 Closed
LSPW
1025
Lake Street Private Wealth
Illinois
-$224K -687 Closed

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.