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402 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

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KF
226
Krilogy Financial
Missouri
$649K +$569K +6,943 New
QCG
227
Quadrant Capital Group
Ohio
$641K -$212K -2,588 -27%
P
228
&Partners
Tennessee
$639K +$71.2K +869 +15%
CAM
229
Cresset Asset Management
Illinois
$629K +$66.1K +807 +14%
CTC
230
Central Trust Company
Missouri
$625K
PMAM
231
Penn Mutual Asset Management
Pennsylvania
$607K
BCM
232
Boreal Capital Management
Florida
$607K -$427K -5,215 Closed
PWG
233
Portside Wealth Group
Utah
$601K -$358K -4,369 -40%
SL
234
Summitry LLC
California
$594K +$86.1K +1,051 +20%
HCA
235
Harbor Capital Advisors
Illinois
$590K +$517K +6,311 New
LAM
236
L2 Asset Management
Massachusetts
$583K +$264K +3,217 +106%
VA
237
Vident Advisory
Georgia
$570K -$1.64M -20,027 -77%
STA
238
Summit Trail Advisors
New York
$555K +$487K +5,945 New
GC
239
Guggenheim Capital
Illinois
$551K -$2.05K -25 -0.4%
BW
240
Blalock Williams
Alabama
$543K +$22.4K +273 +5%
BAM
241
Belpointe Asset Management
Nevada
$536K -$4.92K -60 -1%
CL
242
CIM LLC
New York
$530K
Toronto Dominion Bank
243
Toronto Dominion Bank
Ontario, Canada
$530K -$4.09K -50 -0.9%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$518K +$56.4K +688 +14%
Prudential Financial
245
Prudential Financial
New Jersey
$515K -$6.55K -80 -1%
SCA
246
Snowden Capital Advisors
New York
$514K +$450K +5,498 New
Truist Financial
247
Truist Financial
North Carolina
$508K +$445K +5,432 New
Marshall Wace
248
Marshall Wace
United Kingdom
$506K -$409K -4,997 -48%
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$505K +$179K +2,182 +80%
FGP
250
Freestone Grove Partners
California
$500K -$149K -1,823 -25%

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.