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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.07B -$67.4M -207,661 -1%
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$5.25B -$103M -317,720 -2%
BlackRock
3
BlackRock
New York
$4.75B -$60.9M -187,394 -1%
Capital World Investors
4
Capital World Investors
California
$3.31B -$5.31M -16,342 -0.2%
State Street
5
State Street
Massachusetts
$2.88B +$51.5M +158,668 +2%
Morgan Stanley
6
Morgan Stanley
New York
$2.02B +$85.5M +263,405 +5%
Capital International Investors
7
Capital International Investors
California
$1.94B -$35.4M -108,853 -2%
WCM Investment Management
8
WCM Investment Management
California
$1.74B +$12M +37,097 +0.7%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$1.59B -$108M -332,184 -7%
Lazard Asset Management
10
Lazard Asset Management
New York
$1.53B +$79M +243,371 +6%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$1.5B
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.43B +$170M +523,613 +14%
SGA
13
Sustainable Growth Advisers
Connecticut
$879M +$244M +751,015 +42%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$823M -$52.1M -160,401 -6%
GQG Partners
15
GQG Partners
Florida
$771M -$910K -2,802 -0.1%
Northern Trust
16
Northern Trust
Illinois
$769M -$67.9M -209,171 -9%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$748M -$25.4M -78,308 -3%
Bank of America
18
Bank of America
North Carolina
$743M -$105M -324,513 -13%
IFP
19
Independent Franchise Partners
United Kingdom
$704M +$1.13M +3,478 +0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$681M +$31.2M +96,144 +5%
LP
21
Longview Partners
Guernsey
$630M -$5.14M -15,820 -0.9%
Eagle Capital Management (New York)
22
Eagle Capital Management (New York)
New York
$624M -$37.6M -115,854 -6%
Invesco
23
Invesco
Georgia
$596M +$110M +337,960 +24%
Boston Partners
24
Boston Partners
Massachusetts
$523M -$4.95M -15,237 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$507M +$187M +575,353 +64%

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.