401 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 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:

11.46% more ownership

Funds ownership: 77.73%89.19% (+11%)

3% more funds holding

Funds holding: 391401 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
401
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 Buyers

1 +$325M
2 +$93.3M
3 +$91.4M
4
CCM
Copeland Capital Management
Pennsylvania
+$59.6M
5
BAMCO Inc
BAMCO Inc
New York
+$59.5M

Top Sellers

1 -$43.9M
2 -$38M
3 -$37.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
276
Smith, Moore & Co
Missouri
$331K
AWAU
277
Alliance Wealth Advisors (Utah)
Utah
$330K
IWC
278
Integrated Wealth Concepts
Massachusetts
$329K
Baird Financial Group
279
Baird Financial Group
Wisconsin
$328K
PCS
280
Personal CFO Solutions
New Jersey
$308K
AC
281
AlphaCore Capital
California
$306K
SLAM
282
Swiss Life Asset Management
$300K
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$294K
PEAK6
284
PEAK6
Illinois
$285K
TRCT
285
Tower Research Capital (TRC)
New York
$281K
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$278K
ProShare Advisors
287
ProShare Advisors
Maryland
$269K
HSA
288
HBK Sorce Advisory
Pennsylvania
$261K
SFA
289
Sequoia Financial Advisors
Ohio
$260K
CFB
290
Cullen/Frost Bankers
Texas
$255K
VF
291
Vawter Financial
Ohio
$253K
TCOO
292
Trust Company of Oklahoma
Oklahoma
$252K
MIM
293
Marco Investment Management
Georgia
$244K
JSW
294
Journey Strategic Wealth
New Jersey
$237K
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$234K
IP
296
Intellectus Partners
California
$229K
RCM
297
Requisite Capital Management
Texas
$226K
SCM
298
Shelton Capital Management
Colorado
$224K
PCIA
299
Prime Capital Investment Advisors
Kansas
$223K
SI
300
Stephens Inc
Arkansas
$223K