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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
276
Lindenwold Advisors
Pennsylvania
$372K -$56.8K -463 -13%
ProShare Advisors
277
ProShare Advisors
Maryland
$371K +$27.6K +225 +8%
WS
278
Wedbush Securities
California
$371K +$386K +3,150 New
CCA
279
Cottonwood Capital Advisors
Utah
$349K -$42.4K -346 -10%
Susquehanna International Group
280
Susquehanna International Group
Pennsylvania
$349K -$951K -7,754 -72%
HSA
281
HBK Sorce Advisory
Pennsylvania
$343K -$16.3K -133 -4%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$338K +$106K +861 +43%
SRL
283
Scientech Research LLC
New Jersey
$338K +$352K +2,871 New
CL
284
Choreo LLC
Illinois
$337K +$33.2K +271 +11%
ET
285
Entropy Technologies
New York
$327K +$340K +2,776 New
MBTD
286
Mechanics Bank - Trust Department
California
$325K -$95.6K -780 -22%
VF
287
Vawter Financial
Ohio
$319K
Wolverine Trading
288
Wolverine Trading
Illinois
$319K -$212K -1,731 -39%
KBC Group
289
KBC Group
Belgium
$318K +$99.4K +811 +43%
MIM
290
Marco Investment Management
Georgia
$307K -$28.2K -230 -8%
CCM
291
Conway Capital Management
California
$306K +$12.4K +101 +4%
Cerity Partners
292
Cerity Partners
New York
$304K -$57.9K -472 -15%
BCI
293
Brinker Capital Investments
Pennsylvania
$303K +$73.8K +602 +30%
OPS
294
Orion Portfolio Solutions
Nebraska
$303K +$73.8K +602 +30%
SCM
295
Shelton Capital Management
Colorado
$299K -$17.3K -141 -5%
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$289K +$14.5K +118 +5%
CAM
297
Congress Asset Management
Massachusetts
$289K +$301K +2,453 New
CWM
298
Congress Wealth Management
Massachusetts
$289K -$39.8K -325 -12%
JSW
299
Journey Strategic Wealth
New Jersey
$289K +$123 +1 +0%
AC
300
AlphaCore Capital
California
$287K

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.