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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
226
New York Life Investment Management
New York
$658K +$244K +2,680 +51%
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$657K +$56.6K +623 +9%
Public Employees Retirement Association of Colorado
228
Public Employees Retirement Association of Colorado
Colorado
$653K
CA
229
Commerzbank Aktiengesellschaft
Germany
$648K +$183K +2,009 New
SL
230
Summitry LLC
California
$648K +$17.7K +195 +3%
CCA
231
Cadent Capital Advisors
Oklahoma
$628K
AQR Capital Management
232
AQR Capital Management
Connecticut
$625K -$132K -1,455 -16%
HighTower Advisors
233
HighTower Advisors
Illinois
$597K -$37.4K -412 -5%
PWS
234
Peterson Wealth Services
Utah
$595K +$44.9K +494 +7%
Prudential Financial
235
Prudential Financial
New Jersey
$586K +$378K +4,165 +143%
BW
236
Blalock Williams
Alabama
$582K +$21K +231 +3%
QCG
237
Quadrant Capital Group
Ohio
$581K +$18.3K +201 +3%
STA
238
Summit Trail Advisors
New York
$572K +$189K +2,079 +43%
SOADOR
239
State of Alaska Department of Revenue
Alaska
$565K +$8.18K +90 +1%
CTC
240
Central Trust Company
Missouri
$555K +$727 +8 +0.1%
NICM
241
Neo Ivy Capital Management
New York
$554K +$609K +6,698 New
CAM
242
Cresset Asset Management
Illinois
$548K -$12.1K -133 -2%
BFG
243
Beto Financial Group
Idaho
$542K
KPWS
244
Kestra Private Wealth Services
Texas
$539K +$21.4K +236 +4%
Deutsche Bank
245
Deutsche Bank
Germany
$534K -$9.18K -101 -2%
ASN
246
Advisory Services Network
Georgia
$524K +$84K +924 +17%
Toronto Dominion Bank
247
Toronto Dominion Bank
Ontario, Canada
$518K +$33.2K +365 +6%
TPI
248
Trust Point Inc
Wisconsin
$508K +$41.3K +454 +8%
ECM
249
Evergreen Capital Management
Washington
$484K +$173K +1,905 +48%
Corient Private Wealth
250
Corient Private Wealth
Florida
$481K -$633K -6,967 -54%