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Aaon
AAON

Overview Fund Activity

418 hedge funds and large institutions have $6.82B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+41
Holders Change %
+10.88%
% of All Funds
5.57%
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
139
Reduced
156
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.8M
Net Calls Change
+$1.39M

Top Buyers

1
BlackRock
BlackRock
New York
$833M
2
First Trust Advisors
First Trust Advisors
Illinois
$126M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.4M
5
Invesco
Invesco
Georgia
$239M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$282M
2
VNIM
Vaughan Nelson Investment Management
Texas
$82.3M
3
Ameriprise
Ameriprise
Minnesota
$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
5
WA
Wasatch Advisors
Utah
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
301
Keebeck Wealth Management
Illinois
$277K – – –
GCM
302
Gibraltar Capital Management
Oklahoma
$267K -$46.7K -397 -15%
EP
303
Edgestream Partners
New Jersey
$267K +$267K +2,265 New
WMA
304
West Michigan Advisors
Michigan
$261K +$261K +2,221 New
ET
305
Equitable Trust
Tennessee
$259K – – –
CFO
306
Callan Family Office
Pennsylvania
$259K +$259K +2,201 New
FTWA
307
Fifth Third Wealth Advisors
Ohio
$255K – – –
SFA
308
Sequoia Financial Advisors
Ohio
$252K -$2K -17 -0.8%
EIP
309
Ellis Investment Partners
Pennsylvania
$251K – – –
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$250K -$71.2K -605 -22%
PA
311
PFW Advisors
Georgia
$250K +$250K +2,124 New
HR
312
Hardy Reed
Mississippi
$243K -$22.4K -190 -8%
HIP
313
HUB Investment Partners
Texas
$237K +$11.8K +100 +5%
SAM
314
Smartleaf Asset Management
Massachusetts
$232K -$64.2K -536 -22%
HSBC Holdings
315
HSBC Holdings
United Kingdom
$232K +$8K +68 +4%
IP
316
Intellectus Partners
California
$222K -$20K -170 -8%
C
317
Covestor
United Kingdom
$218K -$45.1K -383 -17%
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$216K -$68.1K -579 -24%
TWM
319
Tradition Wealth Management
Minnesota
$213K +$213K +1,808 New
WSFS
320
Wilmington Savings Fund Society
Delaware
$212K +$165K +1,400 +350%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$210K +$210K +1,787 New
VCA
322
Verdence Capital Advisors
Maryland
$209K +$209K +1,776 New
CL
323
COWA LLC
Oklahoma
$208K +$208K +1,769 New
FFM
324
Forum Financial Management
Illinois
$202K +$202K +1,715 New
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$202K +$202K +1,715 New
11 12
13
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