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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
GF
251
Gabelli Funds
New York
$381K -$554K -6,000 -55%
MML Investors Services
252
MML Investors Services
Massachusetts
$380K +$72K +780 +19%
BFG
253
Beto Financial Group
Idaho
$378K +$387K +4,191 New
SAM
254
Securian Asset Management
Minnesota
$376K -$9.23K -100 -2%
DZ Bank
255
DZ Bank
Germany
$374K
Truist Financial
256
Truist Financial
North Carolina
$369K -$54.4K -589 -11%
STA
257
Summit Trail Advisors
New York
$368K -$103K -1,113 -19%
KWM
258
Keebeck Wealth Management
Illinois
$363K
FNA
259
First National Advisers
Nebraska
$360K +$436K +4,722 New
SAI
260
Savvy Advisors Inc
New York
$358K
Jane Street
261
Jane Street
New York
$354K +$429K +4,649 New
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$350K +$739 +8 +0.2%
SC
263
SummitTX Capital
Texas
$347K +$420K +4,546 New
PAS
264
Park Avenue Securities
New York
$334K +$4.43K +48 +1%
CGH
265
Crossmark Global Holdings
Texas
$320K
CFO
266
Callan Family Office
Pennsylvania
$319K +$386K +4,178 New
EWM
267
Empirical Wealth Management
Washington
$307K +$372K +4,024 New
NG
268
Norden Group
Utah
$306K -$297K -3,214 -44%
PWG
269
Portside Wealth Group
Utah
$306K -$223K -2,419 -38%
ECM
270
Evergreen Capital Management
Washington
$301K -$79K -855 -18%
HT
271
Headlands Technologies
Illinois
$301K +$364K +3,944 New
SFA
272
Sequoia Financial Advisors
Ohio
$298K +$104K +1,125 +40%
BAM
273
Blueshift Asset Management
New Jersey
$291K +$353K +3,818 New
EC
274
EntryPoint Capital
New York
$286K +$346K +3,751 New
IFA
275
Index Fund Advisors
California
$281K