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989 hedge funds and large institutions have $56.2B invested in Aon in 2021 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 282 increasing their positions, 381 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 61

15% more call options, than puts

Call options by funds: $176M | Put options by funds: $154M

9% more funds holding

Funds holding: 909989 (+80)

1% less capital invested

Capital invested by funds: $56.9B → $56.2B (-$718M)

3.15% less ownership

Funds ownership: 88.41%85.25% (-3.2%)

22% less funds holding in top 10

Funds holding in top 10: 3628 (-8)

26% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 381

Holders
989
Holders Change
+80
Holders Change %
+8.8%
% of All Funds
15.22%
Holding in Top 10
28
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.22%
% of All Funds
0.43%
New
153
Increased
282
Reduced
381
Closed
61
Calls
$176M
Puts
$154M
Net Calls
+$22.4M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1026
Edgestream Partners
New Jersey
-$261K -914 Closed
Financial Engines Advisors
1027
Financial Engines Advisors
California
-$236K -827 Closed
AW
1028
ACG Wealth
Georgia
-$222K -776 Closed
CC
1029
Centiva Capital
New York
-$217K -758 Closed
BW
1030
Bison Wealth
Georgia
-$213K -744 Closed
APW
1031
Austin Private Wealth
Texas
-$207K -726 Closed
JF
1032
Jump Financial
Illinois
-$206K -720 Closed
MCWS
1033
McKinley Carter Wealth Services
West Virginia
-$206K -720 Closed
CC
1034
Courier Capital
New York
-$204K -715 Closed
WLPWM
1035
Walled Lake Planning & Wealth Management
Illinois
-$107K -375 Closed
PPWM
1036
PFG Private Wealth Management
Florida
-$94K -329 Closed
WAM
1037
Wolverine Asset Management
Illinois
-$90K -316 Closed
CPC
1038
Consolidated Planning Corp
Georgia
-$81K -282 Closed
CFA
1039
Cahill Financial Advisors
Minnesota
-$64K -225 Closed
GKWIM
1040
Gerber Kawasaki Wealth & Investment Management
California
-$34K -120 Closed
RA
1041
Resolute Advisors
California
-$30K -106 Closed
KIG
1042
Kowal Investment Group
Wisconsin
-$25K -86 Closed
DOA
1043
D'Orazio & Associates
Virginia
-$21K -72 Closed
AWA
1044
Arkadios Wealth Advisors
Georgia
-$10K -35 Closed
BMD
1045
Better Money Decisions
New Mexico
-$10K -34 Closed
EWA
1046
Evolution Wealth Advisors
Florida
-$9K -33 Closed
LWM
1047
Liberty Wealth Management
California
-$8K -30 Closed
AS
1048
Altshuler Shaham
Israel
-$8K -27 Closed
APC
1049
Aspire Private Capital
North Carolina
-$8K -27 Closed
HWM
1050
HighMark Wealth Management
Minnesota
-$2K -7 Closed

AON Hedge Fund Activity: Q4 2021 in Review

989 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q4 2021, worth a combined $56.2B — down 1.3% from $56.9B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new AON positions and 61 closed out — a net gain of 92 holders — while 282 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $453M. The largest seller was BlackRock, cutting an estimated $508M.

  • 989 institutional investors held Aon (AON) as of Q4 2021, up from 909 in Q3 2021.
  • Funds reported $56.2B of Aon stock for Q4 2021, down 1.3% quarter-over-quarter.
  • 153 funds opened new Aon positions in Q4 2021 and 61 closed out, a net change of +92 holders.
  • The largest Aon buyer in Q4 2021 was Viking Global Investors, an estimated $453M added.
  • The largest Aon seller in Q4 2021 was BlackRock, an estimated $508M sold.

Based on aggregated 13F filings for Q4 2021.