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392 hedge funds and large institutions have $4.67B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 134

2.58% more ownership

Funds ownership: 75.17%77.75% (+2.6%)

2% more funds holding

Funds holding: 384392 (+8)

3% less capital invested

Capital invested by funds: $4.79B → $4.67B (-$127M)

27% less call options, than puts

Call options by funds: $13M | Put options by funds: $17.9M

Holders
392
Holders Change
+8
Holders Change %
+2.08%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
151
Reduced
134
Closed
53
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$376K
WCM
252
Warburton Capital Management
Oklahoma
$374K +$2.1K +24 +0.5%
DZ Bank
253
DZ Bank
Germany
$361K
BAM
254
Blueshift Asset Management
New Jersey
$358K +$54.6K +623 +15%
Cambridge Investment Research Advisors
255
Cambridge Investment Research Advisors
Iowa
$358K +$151K +1,719 +55%
KWM
256
Keebeck Wealth Management
Illinois
$351K +$417K +4,760 New
CGH
257
Crossmark Global Holdings
Texas
$351K +$7.01K +80 +2%
Twin Tree Management
258
Twin Tree Management
Texas
$344K +$408K +4,659 New
YMRC
259
Yorktown Management & Research Company
Virginia
$332K -$149K -1,700 -27%
SG Americas Securities
260
SG Americas Securities
New York
$329K -$520K -5,929 -57%
AWAU
261
Alliance Wealth Advisors (Utah)
Utah
$309K -$17.6K -201 -5%
CT
262
ClearAlpha Technologies
Connecticut
$303K +$360K +4,103 New
ECM
263
Evergreen Capital Management
Washington
$302K -$526 -6 -0.1%
KIM
264
Kestra Investment Management
Texas
$300K +$357K +4,069 New
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$298K -$11.9K -136 -3%
VIM
266
Vancity Investment Management
British Columbia, Canada
$296K +$352K +4,016 New
WS
267
Wedbush Securities
California
$295K +$30.7K +350 +10%
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$284K -$17.8K -203 -5%
ASN
269
Advisory Services Network
Georgia
$274K +$288K +3,285 New
JG
270
Jain Global
New York
$274K -$1.27M -14,494 -80%
XT
271
XTX Topco
Cayman Islands
$271K +$322K +3,678 New
IFA
272
Index Fund Advisors
California
$271K +$322K +3,677 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$269K +$154K +1,752 +92%
URS
274
Utah Retirement Systems
Utah
$266K
ECM
275
Everence Capital Management
Indiana
$265K +$315K +3,590 New

AAON Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2025, worth a combined $4.67B — down 2.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AAON positions and 53 closed out — a net gain of 12 holders — while 151 added to existing stakes and 134 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 392 institutional investors held Aaon (AAON) as of Q2 2025, up from 384 in Q1 2025.
  • Funds reported $4.67B of Aaon stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q2 2025 and 53 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q2 2025 was Champlain Investment Partners, an estimated $104M added.
  • The largest Aaon seller in Q2 2025 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.