401 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

11.46% more ownership

Funds ownership: 77.73%89.19% (+11%)

3% more funds holding

Funds holding: 391401 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$11M
Net Calls
Net Calls Change

Top Buyers

1 +$325M
2 +$93.3M
3 +$91.4M
4
CCM
Copeland Capital Management
Pennsylvania
+$59.6M
5
BAMCO Inc
BAMCO Inc
New York
+$59.5M

Top Sellers

1 -$43.9M
2 -$38M
3 -$37.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
301
Lindenwold Advisors
Pennsylvania
$220K
Schroder Investment Management Group
302
Schroder Investment Management Group
United Kingdom
$219K
HSBC Holdings
303
HSBC Holdings
United Kingdom
$219K
GVAG
304
Great Valley Advisor Group
Delaware
$211K
Commonwealth Equity Services
305
Commonwealth Equity Services
Massachusetts
$210K
IFU
306
iSAM Funds (UK)
United Kingdom
$198K
KBC Group
307
KBC Group
Belgium
$176K
SO
308
STRS Ohio
Ohio
$150K
SAM
309
Smartleaf Asset Management
Massachusetts
$149K
CPG
310
Cornerstone Planning Group
New Jersey
$144K
RA
311
RiverPark Advisors
New York
$136K
AAM
312
Advisors Asset Management
Colorado
$121K
TCOT
313
Trust Company of Toledo
Ohio
$115K
GSWM
314
Golden State Wealth Management
California
$107K
GI
315
GAMMA Investing
California
$107K
WC
316
Wexford Capital
Florida
$106K
CFO
317
CVA Family Office
Colorado
$105K
CI Investments Inc
318
CI Investments Inc
Ontario, Canada
$102K
WW
319
Winnow Wealth
Texas
$93.8K
AAS
320
Ameritas Advisory Services
Nebraska
$91.1K
PA
321
Parallel Advisors
California
$88.9K
AAP
322
Arax Advisory Partners
Colorado
$81K
HFS
323
Hantz Financial Services
Michigan
$81K
BTI
324
Blue Trust Inc
Georgia
$72.2K
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$71K