379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
276
Florida Financial Advisors
Florida
$215K
JSW
277
Journey Strategic Wealth
New Jersey
$213K
LA
278
Lindenwold Advisors
Pennsylvania
$212K
VF
279
Vawter Financial
Ohio
$212K
HSA
280
HBK Sorce Advisory
Pennsylvania
$204K
MIM
281
Marco Investment Management
Georgia
$204K
RA
282
RiverPark Advisors
New York
$198K
HPC
283
HM Payson & Co
Maine
$188K
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$148K
WSFS
285
Wilmington Savings Fund Society
Delaware
$141K
BTI
286
Blue Trust Inc
Georgia
$140K
PFP
287
Pinnacle Financial Partners
Tennessee
$132K
AAM
288
Advisors Asset Management
Colorado
$128K
GSWM
289
Golden State Wealth Management
California
$127K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$124K
BA
291
Bellwether Advisors
Nebraska
$123K
GI
292
GAMMA Investing
California
$119K
AIM
293
Acropolis Investment Management
Missouri
$119K
TRCT
294
Tower Research Capital (TRC)
New York
$115K
SAM
295
Smartleaf Asset Management
Massachusetts
$112K
C
296
Covestor
United Kingdom
$111K
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$103K
SS
298
SBI Securities
Japan
$91.7K
CFO
299
CVA Family Office
Colorado
$87.7K
CCM
300
Coldstream Capital Management
Washington
$80.9K