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

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$80.6K
WW
302
Winnow Wealth
Texas
$77.9K
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$73K
Group One Trading
304
Group One Trading
Illinois
$66.4K
PA
305
Parallel Advisors
California
$55.9K
S
306
SignatureFD
Georgia
$46.8K
UB
307
UMB Bank
Missouri
$46K
PSFG
308
Park Square Financial Group
Georgia
$37.7K
PPA
309
Painted Porch Advisors
California
$37K
FHA
310
First Horizon Advisors
Tennessee
$33K
HNB
311
Huntington National Bank
Ohio
$32.2K
AF
312
Allworth Financial
California
$32K
HFM
313
Harvest Fund Management
China
$32K
WT
314
Whittier Trust
California
$30.5K
LC
315
Lindbrook Capital
California
$27.8K
OWP
316
ORG Wealth Partners
Texas
$27.1K
VCM
317
Versant Capital Management
Arizona
$25.9K
WIM
318
Westside Investment Management
California
$25.8K
RS
319
Rakuten Securities
Japan
$25.1K
CA
320
Clearstead Advisors
Ohio
$24.8K
RIL
321
Rothschild Investment LLC
Illinois
$19.9K
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$19.7K
SCM
323
Sterling Capital Management
North Carolina
$17.7K
MG
324
Mather Group
Illinois
$16.1K
Mirae Asset Global Investments
325
Mirae Asset Global Investments
South Korea
$15.8K