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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
BDF
1026
Balasa Dinverno & Foltz
-$222K -683 Closed
KP
1027
Keel Point
Alabama
-$221K -678 Closed
FSA
1028
Fort Sheridan Advisors
Illinois
-$220K -675 Closed
BP
1029
Ballentine Partners
Massachusetts
-$219K -671 Closed
CWG
1030
Cornerstone Wealth Group
North Carolina
-$217K -667 Closed
IFWM
1031
Institute for Wealth Management
Colorado
-$216K -662 Closed
BRWM
1032
B. Riley Wealth Management
Tennessee
-$213K -653 Closed
APW
1033
Austin Private Wealth
Texas
-$209K -643 Closed
HPWM
1034
Highland Private Wealth Management
Washington
-$209K -642 Closed
SB
1035
Simmons Bank
Arkansas
-$208K -640 Closed
CIA
1036
Choate Investment Advisors
Massachusetts
-$207K -636 Closed
CAG
1037
Crestwood Advisors Group
Massachusetts
-$202K -620 Closed
MA
1038
Mutual Advisors
Nebraska
-$201K -618 Closed
BBNA
1039
Bremer Bank National Association
Minnesota
-$201K -617 Closed
SQA
1040
Simon Quick Advisors
New Jersey
-$194K -595 Closed
BFC
1041
Bedel Financial Consulting
Indiana
-$136K -418 Closed
FA
1042
Fortis Advisors
Pennsylvania
-$135K -414 Closed
AP
1043
Arlington Partners
Alabama
-$124K -381 Closed
BG
1044
Bollard Group
Massachusetts
-$95K -292 Closed
OC
1045
Oakworth Capital
Alabama
-$74K -226 Closed
PCOC
1046
Power Corp of Canada
Canada
-$46K -142 Closed
T
1047
TCWP
Ohio
-$40K -125 Closed
TFO
1048
Tarbox Family Office
California
-$28K -87 Closed
FAG
1049
Fortitude Advisory Group
Washington
-$20K -61 Closed
BDWM
1050
Brewin Dolphin Wealth Management
Ireland
-$15K -47 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.