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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
276
HBK Sorce Advisory
Pennsylvania
$342K -$3.54K -39 -2%
VA
277
Vident Advisory
Georgia
$335K +$71K +781 +24%
ORI
278
Oak Ridge Investments
Illinois
$333K +$99.1K +1,091 +37%
Osaic Holdings
279
Osaic Holdings
Arizona
$328K -$239K -2,630 -40%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$312K -$113K -1,243 -25%
DnB Asset Management
281
DnB Asset Management
Norway
$303K +$333K +3,666 New
AUB
282
Atlantic Union Bankshares
Virginia
$298K
URS
283
Utah Retirement Systems
Utah
$298K
ECM
284
Everence Capital Management
Indiana
$297K
LWAM
285
Legacy Wealth Asset Management
Minnesota
$294K -$142K -1,562 -31%
SMC
286
Smith, Moore & Co
Missouri
$294K +$363 +4 +0.1%
FC
287
Farringdon Capital
United Kingdom
$288K +$316K +3,478 New
PCS
288
Personal CFO Solutions
New Jersey
$269K -$29.1K -320 -9%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$261K
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$260K -$13.4K -148 -4%
DTL
291
Dynamic Technology Lab
Singapore
$256K +$281K +3,096 New
DS
292
DRW Securities
Illinois
$234K +$257K +2,830 New
BIG
293
Brooklyn Investment Group
New York
$233K +$256K +2,816 New
YDMI
294
Y.D. More Investments
Israel
$233K +$256K +2,812 New
SS
295
SBI Securities
Japan
$229K +$196K +2,156 +898%
CIAM
296
Caitong International Asset Management
Hong Kong
$229K +$239K +2,631 +2,008%
HIP
297
HUB Investment Partners
Texas
$225K +$247K +2,719 New
ProShare Advisors
298
ProShare Advisors
Maryland
$225K +$182 +2 +0.1%
VF
299
Vawter Financial
Ohio
$224K
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$207K +$228K +2,506 New