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Aaon
AAON

Overview Fund Activity

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
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Florida Financial Advisors
Florida
$215K +$215K +2,745 New
JSW
277
Journey Strategic Wealth
New Jersey
$213K +$21.4K +274 +11%
LA
278
Lindenwold Advisors
Pennsylvania
$212K -$35.5K -455 -14%
VF
279
Vawter Financial
Ohio
$212K – – –
HSA
280
HBK Sorce Advisory
Pennsylvania
$204K -$23.5K -301 -10%
MIM
281
Marco Investment Management
Georgia
$204K – – –
RA
282
RiverPark Advisors
New York
$198K -$73.9K -946 -27%
HPC
283
HM Payson & Co
Maine
$188K – – –
Pacer Advisors
284
Pacer Advisors
Pennsylvania
$148K -$767K -9,823 -84%
WSFS
285
Wilmington Savings Fund Society
Delaware
$141K – – –
BTI
286
Blue Trust Inc
Georgia
$140K +$140K +1,795 New
PFP
287
Pinnacle Financial Partners
Tennessee
$132K – – –
AAM
288
Advisors Asset Management
Colorado
$128K +$25.9K +332 +26%
GSWM
289
Golden State Wealth Management
California
$127K – – –
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$124K +$6.09K +78 +5%
BA
291
Bellwether Advisors
Nebraska
$123K – – –
GI
292
GAMMA Investing
California
$119K -$8.59K -110 -7%
AIM
293
Acropolis Investment Management
Missouri
$119K – – –
TRCT
294
Tower Research Capital (TRC)
New York
$115K -$377K -4,831 -77%
SAM
295
Smartleaf Asset Management
Massachusetts
$112K -$39.1K -500 -26%
C
296
Covestor
United Kingdom
$111K -$33.8K -432 -23%
CI Investments Inc
297
CI Investments Inc
Ontario, Canada
$103K -$3.66K -47 -3%
SS
298
SBI Securities
Japan
$91.7K +$83.3K +1,066 +987%
CFO
299
CVA Family Office
Colorado
$87.7K – – –
CCM
300
Coldstream Capital Management
Washington
$80.9K +$80.9K +1,035 New
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