393 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 152 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
326
Jones Financial Companies
Missouri
$33.3K
Los Angeles Capital Management
327
Los Angeles Capital Management
California
$32.3K
WT
328
Whittier Trust
California
$31.9K
EWA
329
EverSource Wealth Advisors
Alabama
$28.3K
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$27.2K
OWP
331
ORG Wealth Partners
Texas
$26.1K
CIAS
332
CBIZ Investment Advisory Services
Ohio
$25K
AF
333
Allworth Financial
California
$24.6K
CA
334
Clearstead Advisors
Ohio
$24K
FFA
335
Farther Finance Advisors
California
$23.3K
HCM
336
Hollencrest Capital Management
California
$22.9K
SAG
337
SageView Advisory Group
California
$22.6K
WIM
338
Westside Investment Management
California
$21.4K
CPG
339
Cornerstone Planning Group
New Jersey
$20.9K
CA
340
Centerpoint Advisors
Massachusetts
$20K
RFP
341
Root Financial Partners
California
$18.6K
SS
342
SBI Securities
Japan
$18.3K
PPC
343
Park Place Capital
Alabama
$16.5K
ACM
344
Aster Capital Management
United Arab Emirates
$13.6K
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$13.4K
AGWCA
346
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
MA
347
MCF Advisors
Kentucky
$10.9K
Twin Tree Management
348
Twin Tree Management
Texas
$10.3K
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$8.23K
C
350
Covestor
United Kingdom
$8K