393 hedge funds and large institutions have $6.79B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

11.35% more ownership

Funds ownership: 77.77%89.13% (+11%)

1% more funds holding

Funds holding: 391393 (+2)

6% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 141

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$11M
Net Calls
Net Calls Change

Top Sellers

1 -$43.9M
2 -$43.4M
3 -$43.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.2M
5
Goldman Sachs
Goldman Sachs
New York
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
276
Baird Financial Group
Wisconsin
$328K
PCS
277
Personal CFO Solutions
New Jersey
$308K
AC
278
AlphaCore Capital
California
$306K
MSRPS
279
Maryland State Retirement & Pension System
Maryland
$294K
PEAK6
280
PEAK6
Illinois
$285K
TRCT
281
Tower Research Capital (TRC)
New York
$281K
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$278K
ProShare Advisors
283
ProShare Advisors
Maryland
$269K
HSA
284
HBK Sorce Advisory
Pennsylvania
$261K
SFA
285
Sequoia Financial Advisors
Ohio
$260K
CFB
286
Cullen/Frost Bankers
Texas
$255K
VF
287
Vawter Financial
Ohio
$253K
TCOO
288
Trust Company of Oklahoma
Oklahoma
$252K
MIM
289
Marco Investment Management
Georgia
$244K
JSW
290
Journey Strategic Wealth
New Jersey
$237K
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$234K
IP
292
Intellectus Partners
California
$229K
RCM
293
Requisite Capital Management
Texas
$226K
SCM
294
Shelton Capital Management
Colorado
$224K
PCIA
295
Prime Capital Investment Advisors
Kansas
$223K
SI
296
Stephens Inc
Arkansas
$223K
Schroder Investment Management Group
297
Schroder Investment Management Group
United Kingdom
$219K
HSBC Holdings
298
HSBC Holdings
United Kingdom
$219K
GVAG
299
Great Valley Advisor Group
Delaware
$211K
Commonwealth Equity Services
300
Commonwealth Equity Services
Massachusetts
$210K