379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
226
InceptionR
California
$435K
NS
227
NBC Securities
Alabama
$430K
IMRF
228
Illinois Municipal Retirement Fund
Illinois
$428K
CL
229
CIM LLC
New York
$426K
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$419K
P
231
&Partners
Tennessee
$417K
EI
232
Ethic Inc
New York
$410K
OPS
233
Orion Portfolio Solutions
Nebraska
$405K
BCI
234
Brinker Capital Investments
Pennsylvania
$405K
SAM
235
Securian Asset Management
Minnesota
$398K
PMAM
236
Penn Mutual Asset Management
Pennsylvania
$391K
DZ Bank
237
DZ Bank
Germany
$383K
CGH
238
Crossmark Global Holdings
Texas
$365K
WCM
239
Warburton Capital Management
Oklahoma
$358K
EP
240
Edgestream Partners
New Jersey
$355K
AC
241
AlphaCore Capital
California
$349K
USAA
242
United Services Automobile Association
Texas
$348K
WAG
243
Wallace Advisory Group
California
$346K
AWAU
244
Alliance Wealth Advisors (Utah)
Utah
$343K
SAM
245
Silvercrest Asset Management
New York
$335K
CT
246
Chicago Trust
Illinois
$333K
BAM
247
Blueshift Asset Management
New Jersey
$331K
ET
248
Equitable Trust
Tennessee
$327K
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$326K
SOW
250
State of Wyoming
Wyoming
$324K