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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
276
AlphaCore Capital
California
$279K +$34.6K +375 +11%
FGP
277
Freestone Grove Partners
California
$275K -$162K -1,756 -33%
AUB
278
Atlantic Union Bankshares
Virginia
$275K
URS
279
Utah Retirement Systems
Utah
$275K
ECM
280
Everence Capital Management
Indiana
$274K
PCS
281
Personal CFO Solutions
New Jersey
$273K +$26K +282 +9%
RFC
282
Regions Financial Corp
Alabama
$271K -$1.29M -13,964 -80%
SMC
283
Smith, Moore & Co
Missouri
$271K +$462 +5 +0.1%
KAS
284
Kestra Advisory Services
Texas
$268K +$324K +3,511 New
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$251K +$28.7K +311 +10%
VA
286
Vident Advisory
Georgia
$249K -$261K -2,829 -46%
SLAM
287
Swiss Life Asset Management
$245K
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$240K
HSA
289
HBK Sorce Advisory
Pennsylvania
$240K -$1.48K -16 -0.6%
TVPW
290
Third View Private Wealth
Connecticut
$234K +$283K +3,069 New
AC
291
AXQ Capital
New Jersey
$233K +$282K +3,052 New
TRCT
292
Tower Research Capital (TRC)
New York
$230K +$1.02K +11 +0.4%
AAP
293
Ardsley Advisory Partners
Connecticut
$229K -$2.7M -29,200 -91%
ORI
294
Oak Ridge Investments
Illinois
$224K -$1.66M -17,964 -86%
MFS
295
Mirabella Financial Services
United Kingdom
$223K +$270K +2,925 New
Prudential Financial
296
Prudential Financial
New Jersey
$222K -$240K -2,598 -47%
BS
297
Brighton Securities
New York
$220K +$32.9K +356 +14%
CFB
298
Cullen/Frost Bankers
Texas
$215K +$7.94K +86 +3%
ProShare Advisors
299
ProShare Advisors
Maryland
$207K -$15.3K -166 -6%
VF
300
Vawter Financial
Ohio
$207K