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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

17% less capital invested

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

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
226
Blalock Williams
Alabama
$518K +$90.9K +984 +17%
CAM
227
Cresset Asset Management
Illinois
$515K +$2.22K +24 +0.4%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$513K -$49.9K -540 -7%
CTC
229
Central Trust Company
Missouri
$510K +$369 +4 +0.1%
PWS
230
Peterson Wealth Services
Utah
$510K +$466K +5,046 +307%
Osaic Holdings
231
Osaic Holdings
Arizona
$503K +$79.6K +862 +15%
Deutsche Bank
232
Deutsche Bank
Germany
$500K -$53.4K -578 -8%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$484K +$94.8K +1,026 +21%
KPWS
234
Kestra Private Wealth Services
Texas
$479K +$144K +1,557 +33%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$474K +$196K +2,118 +52%
II
236
Inspire Investing
Idaho
$465K +$114K +1,239 +25%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$449K +$31.6K +342 +6%
Toronto Dominion Bank
238
Toronto Dominion Bank
Ontario, Canada
$448K +$9.14K +99 +2%
CG
239
Cynosure Group
Utah
$440K -$500K -5,409 -48%
TPI
240
Trust Point Inc
Wisconsin
$434K +$525K +5,690 New
MB
241
MidFirst Bank
Oklahoma
$427K +$517K +5,596 New
SCA
242
Snowden Capital Advisors
New York
$422K +$3.05K +33 +0.6%
CL
243
CIM LLC
New York
$414K -$22.6K -245 -4%
P
244
&Partners
Tennessee
$413K -$131K -1,422 -21%
ASN
245
Advisory Services Network
Georgia
$412K +$116K +1,251 +30%
NYLIM
246
New York Life Investment Management
New York
$402K +$487K +5,273 New
RRA
247
Round Rock Advisors
Connecticut
$401K
LWAM
248
Legacy Wealth Asset Management
Minnesota
$390K -$244K -2,640 -34%
EGM
249
Engineers Gate Manager
New York
$389K +$471K +5,102 New
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$382K +$78.1K +846 +20%