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Aaon
AAON

Overview Fund Activity

379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$80.6K -$2.5K -32 -3%
WW
302
Winnow Wealth
Texas
$77.9K – – –
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$73K +$14.9K +192 +26%
Group One Trading
304
Group One Trading
Illinois
$66.4K +$66.4K +850 New
PA
305
Parallel Advisors
California
$55.9K +$11.6K +149 +26%
S
306
SignatureFD
Georgia
$46.8K -$1.41K -18 -3%
UB
307
UMB Bank
Missouri
$46K +$20.6K +264 +81%
PSFG
308
Park Square Financial Group
Georgia
$37.7K – – –
PPA
309
Painted Porch Advisors
California
$37K -$22.3K -286 -38%
FHA
310
First Horizon Advisors
Tennessee
$33K -$15.7K -201 -32%
HNB
311
Huntington National Bank
Ohio
$32.2K -$19.1K -244 -37%
AF
312
Allworth Financial
California
$32K +$5.67K +66 +21%
HFM
313
Harvest Fund Management
China
$32K -$81.2K -1,045 -72%
WT
314
Whittier Trust
California
$30.5K – – –
LC
315
Lindbrook Capital
California
$27.8K +$19.6K +251 +239%
OWP
316
ORG Wealth Partners
Texas
$27.1K – – –
VCM
317
Versant Capital Management
Arizona
$25.9K +$22.4K +287 +652%
WIM
318
Westside Investment Management
California
$25.8K – – –
RS
319
Rakuten Securities
Japan
$25.1K +$21.6K +276 +613%
CA
320
Clearstead Advisors
Ohio
$24.8K +$6.88K +88 +38%
RIL
321
Rothschild Investment LLC
Illinois
$19.9K +$13.3K +170 +200%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$19.7K +$7.66K +98 +64%
SCM
323
Sterling Capital Management
North Carolina
$17.7K -$67.3K -862 -79%
MG
324
Mather Group
Illinois
$16.1K -$1.88K -24 -10%
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$15.9K +$312 +4 +2%
11 12
13
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