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402 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
301
Stephens Inc
Arkansas
$223K +$195K +2,383 New
LA
302
Lindenwold Advisors
Pennsylvania
$220K +$193K +2,357 New
Schroder Investment Management Group
303
Schroder Investment Management Group
United Kingdom
$219K +$196K +2,393 New
HSBC Holdings
304
HSBC Holdings
United Kingdom
$219K +$192K +2,341 New
GVAG
305
Great Valley Advisor Group
Delaware
$211K +$185K +2,253 New
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$210K +$185K +2,253 New
IFU
307
iSAM Funds (UK)
United Kingdom
$198K +$174K +2,119 New
KBC Group
308
KBC Group
Belgium
$176K
SO
309
STRS Ohio
Ohio
$150K +$82 +1 +0.1%
SAM
310
Smartleaf Asset Management
Massachusetts
$149K -$1.39K -17 -1%
CPG
311
Cornerstone Planning Group
New Jersey
$144K +$108K +1,322 New
RA
312
RiverPark Advisors
New York
$136K +$119K +1,455 New
AAM
313
Advisors Asset Management
Colorado
$121K -$29.3K -358 -22%
TCOT
314
Trust Company of Toledo
Ohio
$115K
GSWM
315
Golden State Wealth Management
California
$107K -$8.19K -100 -8%
GI
316
GAMMA Investing
California
$107K -$28.4K -347 -23%
WC
317
Wexford Capital
Florida
$106K +$93K +1,135 New
CFO
318
CVA Family Office
Colorado
$105K
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$102K -$12.4K -152 -12%
WW
320
Winnow Wealth
Texas
$93.8K +$81.7K +998 New
AAS
321
Ameritas Advisory Services
Nebraska
$91.1K +$79.9K +975 New
PA
322
Parallel Advisors
California
$88.9K -$27.4K -334 -26%
AAP
323
Arax Advisory Partners
Colorado
$81K +$41.9K +511 +144%
HFS
324
Hantz Financial Services
Michigan
$81K +$52.3K +638 +274%
BTI
325
Blue Trust Inc
Georgia
$72.2K -$21K -256 -25%

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.