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980 hedge funds and large institutions have $60.8B invested in Aon in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 325 increasing their positions, 366 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

8% more capital invested

Capital invested by funds: $56.2B → $60.8B (+$4.68B)

2.47% more ownership

Funds ownership: 85.25%87.73% (+2.5%)

3% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 92

1% less funds holding

Funds holding: 989980 (-9)

1% less call options, than puts

Call options by funds: $169M | Put options by funds: $171M

11% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 366

Holders
980
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.58%
New
95
Increased
325
Reduced
366
Closed
92
Calls
$169M
Puts
$171M
Net Calls
-$2.28M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1051
Richwood Investment Advisors
Ohio
-$164K -545 Closed
CSWM
1052
Cassady Schiller Wealth Management
Ohio
-$84K -280 Closed
MC
1053
Maverick Capital
Texas
-$82K -274 Closed
FPWM
1054
FSB Premier Wealth Management
Iowa
-$77K -258 Closed
AWA
1055
Amplius Wealth Advisors
Pennsylvania
-$65K -217 Closed
EBA
1056
Eagle Bay Advisors
New York
-$50K -166 Closed
EPM
1057
Equitec Proprietary Markets
Illinois
-$36K -119 Closed
DKCM
1058
Davidson Kempner Capital Management
New York
-$30K -100 Closed
IPW
1059
IronBridge Private Wealth
Texas
-$21K -69 Closed
LF
1060
Lee Financial
Texas
-$19K -62 Closed
TCOV
1061
Trust Company of Vermont
Vermont
-$18K -61 Closed
DWA
1062
Delos Wealth Advisors
Texas
-$16K -52 Closed
TLFA
1063
True Link Financial Advisors
California
-$5K -17 Closed
RPCONE
1064
Retirement Planning Company of New England
Rhode Island
-$4K -16 Closed
SFM
1065
Signet Financial Management
New Jersey
-$5K -15 Closed
SC
1066
Stephens Consulting
Michigan
-$3.31K -11 Closed
TWP
1067
TFO Wealth Partners
Ohio
-$3K -9 Closed
EWM
1068
Edge Wealth Management
New York
-$2K -8 Closed
SC
1069
SouthState Corp
Florida
-$2K -5 Closed
AWM
1070
Avior Wealth Management
Nebraska
-$1K -4 Closed
UFF
1071
USA Financial Formulas
Michigan
-$1K -2 Closed
JSAM
1072
J. Safra Asset Management
New York
+$58.5K +201 New

AON Hedge Fund Activity: Q1 2022 in Review

980 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aon (AON) for Q1 2022, worth a combined $60.8B — up 8.3% from $56.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AON positions and 92 closed out — a net gain of 3 holders — while 325 added to existing stakes and 366 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $386M sold.

  • 980 institutional investors held Aon (AON) as of Q1 2022, down from 989 in Q4 2021.
  • Funds reported $60.8B of Aon stock for Q1 2022, up 8.3% quarter-over-quarter.
  • 95 funds opened new Aon positions in Q1 2022 and 92 closed out, a net change of +3 holders.
  • The largest Aon buyer in Q1 2022 was Capital World Investors, an estimated $1.32B added.
  • The largest Aon seller in Q1 2022 was Arrowstreet Capital, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2022.