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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
Osaic Holdings
251
Osaic Holdings
Arizona
$492K +$23K +281 +5%
RRA
252
Round Rock Advisors
Connecticut
$491K +$431K +5,258 New
SG Americas Securities
253
SG Americas Securities
New York
$473K +$49.5K +604 +14%
SAM
254
Securian Asset Management
Minnesota
$470K -$6.14K -75 -1%
DZ Bank
255
DZ Bank
Germany
$458K
II
256
Inspire Investing
Idaho
$454K -$347K -4,240 -47%
ECM
257
Evergreen Capital Management
Washington
$449K +$58.2K +711 +17%
KWM
258
Keebeck Wealth Management
Illinois
$445K
WCM
259
Warburton Capital Management
Oklahoma
$442K +$410 +5 +0.1%
KPWS
260
Kestra Private Wealth Services
Texas
$441K +$387K +4,723 New
SAI
261
Savvy Advisors Inc
New York
$438K +$384K +4,690 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$429K +$251K +3,061 +201%
PAS
263
Park Avenue Securities
New York
$404K +$79.4K +969 +29%
MML Investors Services
264
MML Investors Services
Massachusetts
$393K +$345K +4,210 New
TC
265
TownSquare Capital
Utah
$393K -$402K -4,903 -54%
CGH
266
Crossmark Global Holdings
Texas
$392K -$46K -562 -12%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$389K +$341K +4,165 New
ASN
268
Advisory Services Network
Georgia
$388K +$71.3K +870 +26%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$383K +$4.59K +56 +1%
IFA
270
Index Fund Advisors
California
$344K +$573 +7 +0.2%
VCA
271
Verdence Capital Advisors
Maryland
$339K +$9.42K +115 +4%
URS
272
Utah Retirement Systems
Utah
$336K
SOW
273
State of Wyoming
Wyoming
$336K +$41.4K +506 +16%
AUB
274
Atlantic Union Bankshares
Virginia
$336K +$295K +3,600 New
ECM
275
Everence Capital Management
Indiana
$335K

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.