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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$284K +$290K +2,369 +5,040%
OTL
302
Oak Thistle LLC
New York
$284K +$295K +2,410 New
HPC
303
HM Payson & Co
Maine
$282K -$282K -2,300 -49%
PCIA
304
Prime Capital Investment Advisors
Kansas
$282K +$613 +5 +0.2%
KWM
305
Keebeck Wealth Management
Illinois
$277K
GCM
306
Gibraltar Capital Management
Oklahoma
$267K -$48.7K -397 -15%
EP
307
Edgestream Partners
New Jersey
$267K +$278K +2,265 New
WMA
308
West Michigan Advisors
Michigan
$261K +$272K +2,221 New
ET
309
Equitable Trust
Tennessee
$259K
CFO
310
Callan Family Office
Pennsylvania
$259K +$270K +2,201 New
FTWA
311
Fifth Third Wealth Advisors
Ohio
$255K
SFA
312
Sequoia Financial Advisors
Ohio
$252K -$2.08K -17 -0.8%
EIP
313
Ellis Investment Partners
Pennsylvania
$251K
SVWAG
314
Sound View Wealth Advisors Group
Georgia
$250K -$74.2K -605 -22%
PA
315
PFW Advisors
Georgia
$250K +$260K +2,124 New
HR
316
Hardy Reed
Mississippi
$243K -$23.3K -190 -8%
HIP
317
HUB Investment Partners
Texas
$237K +$12.3K +100 +5%
SAM
318
Smartleaf Asset Management
Massachusetts
$232K -$65.7K -536 -22%
HSBC Holdings
319
HSBC Holdings
United Kingdom
$232K +$8.34K +68 +4%
IP
320
Intellectus Partners
California
$222K -$20.8K -170 -8%
C
321
Covestor
United Kingdom
$218K -$47K -383 -17%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$216K -$71K -579 -24%
TWM
323
Tradition Wealth Management
Minnesota
$213K +$222K +1,808 New
WSFS
324
Wilmington Savings Fund Society
Delaware
$212K +$172K +1,400 +350%
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$210K +$219K +1,787 New

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.