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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
326
Arax Advisory Partners
Colorado
$28K +$25.5K +324 +1,013%
CIAM
327
Caitong International Asset Management
Hong Kong
$25.7K +$25.7K +348 New
OWP
328
ORG Wealth Partners
Texas
$25.6K – – –
AF
329
Allworth Financial
California
$24.9K -$2.58K -35 -9%
EWA
330
EverSource Wealth Advisors
Alabama
$24.6K +$12.1K +164 +96%
WIM
331
Westside Investment Management
California
$24.3K – – –
MCM
332
MAI Capital Management
Ohio
$24.3K +$17.5K +237 +258%
CA
333
Clearstead Advisors
Ohio
$23.3K -$74 -1 -0.3%
BIG
334
Brooklyn Investment Group
New York
$20.4K +$11.5K +156 +129%
IA
335
IFP Advisors
Florida
$18.7K -$703 – –
Jones Financial Companies
336
Jones Financial Companies
Missouri
$17.4K +$9.86K +134 +130%
HFS
337
Hantz Financial Services
Michigan
$17K +$14.6K +200 +606%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$15K +$74 +1 +0.5%
RIL
339
Rothschild Investment LLC
Illinois
$14K -$4.8K -65 -25%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$13.6K -$5.02K -68 -27%
RA
341
Rise Advisors
New York
$13K +$443 +6 +4%
FNWA
342
Financial Network Wealth Advisors
Utah
$12.8K +$148 +2 +1%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$12.1K +$1.03K +14 +9%
AGWCA
344
Annis Gardner Whiting Capital Advisors
Florida
$8.85K +$8.85K +120 New
WTA
345
Washington Trust Advisors
Massachusetts
$8.78K +$1.4K +19 +19%
HWM
346
Hemington Wealth Management
Virginia
$8K +$1.5K +22 +23%
PS
347
Principal Securities
Iowa
$7.74K +$5.09K +69 +192%
SCM
348
Sterling Capital Management
North Carolina
$7.6K -$9.07K -123 -54%
HCM
349
Hollencrest Capital Management
California
$7.38K – – –
Mitsubishi UFJ Asset Management
350
Mitsubishi UFJ Asset Management
Japan
$7.23K – – –
12 13
14
15 16