393 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
226
Peterson Wealth Services
Utah
$510K
Osaic Holdings
227
Osaic Holdings
Arizona
$503K
Deutsche Bank
228
Deutsche Bank
Germany
$500K
Corient Private Wealth
229
Corient Private Wealth
Florida
$488K
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$484K
KPWS
231
Kestra Private Wealth Services
Texas
$479K
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$474K
II
233
Inspire Investing
Idaho
$465K
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$449K
Toronto Dominion Bank
235
Toronto Dominion Bank
Ontario, Canada
$448K
CG
236
Cynosure Group
Utah
$440K
TPI
237
Trust Point Inc
Wisconsin
$434K
MB
238
MidFirst Bank
Oklahoma
$427K
SCA
239
Snowden Capital Advisors
New York
$422K
CL
240
CIM LLC
New York
$414K
P
241
&Partners
Tennessee
$413K
ASN
242
Advisory Services Network
Georgia
$412K
NYLIM
243
New York Life Investment Management
New York
$402K
RRA
244
Round Rock Advisors
Connecticut
$401K
LWAM
245
Legacy Wealth Asset Management
Minnesota
$390K
EGM
246
Engineers Gate Manager
New York
$389K
FDCDDQ
247
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K
GF
248
Gabelli Funds
New York
$381K
MML Investors Services
249
MML Investors Services
Massachusetts
$380K
BFG
250
Beto Financial Group
Idaho
$378K