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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGP
226
Freestone Grove Partners
California
$529K +$529K +7,179 New
OBAM
227
ODDO BHF Asset Management
France
$527K – – –
PWS
228
Peterson Wealth Services
Utah
$500K – – –
CTC
229
Central Trust Company
Missouri
$493K +$60.3K +818 +14%
Corient Private Wealth
230
Corient Private Wealth
Florida
$487K -$236K -3,195 -33%
PMAM
231
Penn Mutual Asset Management
Pennsylvania
$479K +$111K +1,500 +30%
Deutsche Bank
232
Deutsche Bank
Germany
$465K -$31.5K -427 -6%
TSS
233
Two Sigma Securities
New York
$442K +$184K +2,496 +71%
P
234
&Partners
Tennessee
$439K +$46.1K +627 +12%
CFO
235
Callan Family Office
Pennsylvania
$439K +$439K +5,949 New
EP
236
Edgestream Partners
New Jersey
$437K +$102K +1,382 +30%
GC
237
Guggenheim Capital
Illinois
$437K -$35.3K -479 -7%
GRP
238
Global Retirement Partners
California
$435K +$435K +5,899 New
IMRF
239
Illinois Municipal Retirement Fund
Illinois
$435K +$31K +421 +8%
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$431K +$142K +1,921 +49%
GCA
241
Greenwood Capital Associates
South Carolina
$430K -$77.3K -1,048 -15%
BAM
242
Belpointe Asset Management
Nevada
$428K +$590 +8 +0.1%
IFWM
243
Institute for Wealth Management
Colorado
$426K -$10.8K -147 -2%
CL
244
CIM LLC
New York
$418K +$16.7K +227 +4%
PWS
245
Precision Wealth Strategies
Missouri
$401K -$130K -1,763 -24%
SAM
246
Silvercrest Asset Management
New York
$401K +$84.8K +1,150 +27%
SL
247
Summitry LLC
California
$392K +$93K +1,261 +31%
BCM
248
Boreal Capital Management
Florida
$385K +$385K +5,215 New
SAM
249
Securian Asset Management
Minnesota
$376K – – –
WCM
250
Warburton Capital Management
Oklahoma
$374K +$1.95K +24 +0.5%
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