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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
251
DZ Bank
Germany
$361K – – –
BAM
252
Blueshift Asset Management
New Jersey
$358K +$45.9K +623 +15%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$358K +$127K +1,719 +55%
KWM
254
Keebeck Wealth Management
Illinois
$351K +$351K +4,760 New
CGH
255
Crossmark Global Holdings
Texas
$351K +$5.9K +80 +2%
Twin Tree Management
256
Twin Tree Management
Texas
$344K +$344K +4,659 New
YMRC
257
Yorktown Management & Research Company
Virginia
$332K -$125K -1,700 -27%
SG Americas Securities
258
SG Americas Securities
New York
$329K -$437K -5,929 -57%
AWAU
259
Alliance Wealth Advisors (Utah)
Utah
$309K -$14.8K -201 -5%
CT
260
ClearAlpha Technologies
Connecticut
$303K +$303K +4,103 New
ECM
261
Evergreen Capital Management
Washington
$302K -$443 -6 -0.1%
KIM
262
Kestra Investment Management
Texas
$300K +$300K +4,069 New
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$298K -$10K -136 -3%
VIM
264
Vancity Investment Management
British Columbia, Canada
$296K +$296K +4,016 New
WS
265
Wedbush Securities
California
$295K +$25.8K +350 +10%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$284K -$15K -203 -5%
ASN
267
Advisory Services Network
Georgia
$274K +$274K +3,285 New
JG
268
Jain Global
New York
$274K -$1.07M -14,494 -80%
XT
269
XTX Topco
Cayman Islands
$271K +$271K +3,678 New
IFA
270
Index Fund Advisors
California
$271K +$271K +3,677 New
Pacer Advisors
271
Pacer Advisors
Pennsylvania
$269K +$129K +1,752 +92%
URS
272
Utah Retirement Systems
Utah
$266K – – –
ECM
273
Everence Capital Management
Indiana
$265K +$265K +3,590 New
VF
274
Virtu Financial
New York
$259K +$259K +3,514 New
AC
275
AlphaCore Capital
California
$255K -$74K -1,003 -22%
9 10
11
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