401 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

11.46% more ownership

Funds ownership: 77.73%89.19% (+11%)

3% more funds holding

Funds holding: 391401 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$11M
Net Calls
Net Calls Change

Top Buyers

1 +$325M
2 +$93.3M
3 +$91.4M
4
CCM
Copeland Capital Management
Pennsylvania
+$59.6M
5
BAMCO Inc
BAMCO Inc
New York
+$59.5M

Top Sellers

1 -$43.9M
2 -$38M
3 -$37.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$641K
P
227
&Partners
Tennessee
$639K
CAM
228
Cresset Asset Management
Illinois
$629K
CTC
229
Central Trust Company
Missouri
$625K
PMAM
230
Penn Mutual Asset Management
Pennsylvania
$607K
BCM
231
Boreal Capital Management
Florida
$607K
PWG
232
Portside Wealth Group
Utah
$601K
SL
233
Summitry LLC
California
$594K
HCA
234
Harbor Capital Advisors
Illinois
$590K
LAM
235
L2 Asset Management
Massachusetts
$583K
VA
236
Vident Advisory
Georgia
$570K
STA
237
Summit Trail Advisors
New York
$555K
GC
238
Guggenheim Capital
Illinois
$551K
BW
239
Blalock Williams
Alabama
$543K
BAM
240
Belpointe Asset Management
Nevada
$536K
CL
241
CIM LLC
New York
$530K
Toronto Dominion Bank
242
Toronto Dominion Bank
Ontario, Canada
$530K
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$518K
Prudential Financial
244
Prudential Financial
New Jersey
$515K
SCA
245
Snowden Capital Advisors
New York
$514K
Truist Financial
246
Truist Financial
North Carolina
$508K
Marshall Wace
247
Marshall Wace
United Kingdom
$506K
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$505K
FGP
249
Freestone Grove Partners
California
$500K
Osaic Holdings
250
Osaic Holdings
Arizona
$492K