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402 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

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
276
Smith, Moore & Co
Missouri
$331K +$19.4K +237 +7%
AWAU
277
Alliance Wealth Advisors (Utah)
Utah
$330K -$54.5K -665 -16%
IWC
278
Integrated Wealth Concepts
Massachusetts
$329K -$470K -5,741 -62%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$328K -$26.2M -319,580 -99%
PCS
280
Personal CFO Solutions
New Jersey
$308K +$270K +3,295 New
AC
281
AlphaCore Capital
California
$306K -$14.7K -180 -5%
SLAM
282
Swiss Life Asset Management
$300K +$263K +3,214 New
MSRPS
283
Maryland State Retirement & Pension System
Maryland
$294K
PEAK6
284
PEAK6
Illinois
$285K +$250K +3,048 New
TRCT
285
Tower Research Capital (TRC)
New York
$281K +$84.9K +1,036 +53%
OSAM
286
O'Shaughnessy Asset Management
Connecticut
$278K -$71.3K -870 -23%
ProShare Advisors
287
ProShare Advisors
Maryland
$269K -$9.5K -116 -4%
HSA
288
HBK Sorce Advisory
Pennsylvania
$261K +$205K +2,505 New
SFA
289
Sequoia Financial Advisors
Ohio
$260K -$13.8K -169 -6%
CFB
290
Cullen/Frost Bankers
Texas
$255K
VF
291
Vawter Financial
Ohio
$253K +$222K +2,710 New
TCOO
292
Trust Company of Oklahoma
Oklahoma
$252K -$14.3K -174 -6%
MIM
293
Marco Investment Management
Georgia
$244K +$214K +2,609 New
JSW
294
Journey Strategic Wealth
New Jersey
$237K +$208K +2,540 New
BS
295
Brighton Securities
New York
$236K +$207K +2,525 New
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$234K +$205K +2,506 New
IP
297
Intellectus Partners
California
$229K +$201K +2,451 New
RCM
298
Requisite Capital Management
Texas
$226K +$198K +2,421 New
SCM
299
Shelton Capital Management
Colorado
$224K +$196K +2,393 New
PCIA
300
Prime Capital Investment Advisors
Kansas
$223K +$196K +2,388 New

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.