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
ECM
251
Evergreen Capital Management
Washington
$320K
PFM
252
Premier Fund Managers
United Kingdom
$319K
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$317K
SL
254
Summitry LLC
California
$316K
Toronto Dominion Bank
255
Toronto Dominion Bank
Ontario, Canada
$306K
Luther King Capital Management (LKCM)
256
Luther King Capital Management (LKCM)
Texas
$289K
WS
257
Wedbush Securities
California
$285K
OAM
258
Ostrum Asset Management
France
$284K
MCC
259
Malaga Cove Capital
California
$284K
URS
260
Utah Retirement Systems
Utah
$281K
ACI
261
Alpha Cubed Investments
California
$281K
TSS
262
Two Sigma Securities
New York
$273K
PAS
263
Park Avenue Securities
New York
$267K
SMC
264
Smith, Moore & Co
Missouri
$258K
HT
265
Headlands Technologies
Illinois
$250K
SFA
266
Sequoia Financial Advisors
Ohio
$250K
MSRPS
267
Maryland State Retirement & Pension System
Maryland
$246K
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$245K
DWM
269
Diversify Wealth Management
Utah
$242K
KBC Group
270
KBC Group
Belgium
$236K
TCOO
271
Trust Company of Oklahoma
Oklahoma
$233K
ProShare Advisors
272
ProShare Advisors
Maryland
$225K
GVAG
273
Great Valley Advisor Group
Delaware
$224K
CG
274
Caprock Group
Idaho
$223K
PCIA
275
Prime Capital Investment Advisors
Kansas
$218K