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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$36.6K -$9.27K -102 -19%
S
327
SignatureFD
Georgia
$30.9K -$17.6K -194 -34%
AF
328
Allworth Financial
California
$28.9K +$2.45K +27 +8%
OWP
329
ORG Wealth Partners
Texas
$28.3K
Los Angeles Capital Management
330
Los Angeles Capital Management
California
$26.6K
FFA
331
Farther Finance Advisors
California
$26.5K +$1K +11 +4%
WIM
332
Westside Investment Management
California
$23.2K
RFP
333
Root Financial Partners
California
$23.1K +$3.18K +35 +14%
AAM
334
Advisors Asset Management
Colorado
$22.8K -$42.3K -465 -63%
CA
335
Centerpoint Advisors
Massachusetts
$22K
CPG
336
Cornerstone Planning Group
New Jersey
$21.5K +$91 +1 +0.4%
PPC
337
Park Place Capital
Alabama
$18K
MG
338
Mather Group
Illinois
$17K +$18.7K +206 New
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$14.6K -$16.4K -181 -51%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$14.6K
FHC
341
First Horizon Corporation
Tennessee
$14.1K +$6.63K +73 +75%
WT
342
Whittier Trust
California
$13.2K -$20.8K -229 -59%
AGWCA
343
Annis Gardner Whiting Capital Advisors
Florida
$13.1K -$636 -7 -4%
SAM
344
Smartleaf Asset Management
Massachusetts
$12.2K -$25.1K -276 -64%
N
345
Natixis
France
$11.8K +$13K +143 New
MA
346
MCF Advisors
Kentucky
$9.52K -$2.54K -28 -20%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$8.94K
MCM
348
MAI Capital Management
Ohio
$8.86K +$9.72K +107 New
RIL
349
Rothschild Investment LLC
Illinois
$8.29K
HPC
350
HM Payson & Co
Maine
$8.28K