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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
326
Verdence Capital Advisors
Maryland
$209K +$218K +1,776 New
CL
327
COWA LLC
Oklahoma
$208K +$217K +1,769 New
FFM
328
Forum Financial Management
Illinois
$202K +$210K +1,715 New
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$202K +$210K +1,715 New
GI
330
GAMMA Investing
California
$193K +$72.3K +590 +56%
GSWM
331
Golden State Wealth Management
California
$192K +$200K +1,630 New
BA
332
Bellwether Advisors
Nebraska
$186K +$194K +1,580 New
AIM
333
Acropolis Investment Management
Missouri
$179K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$177K -$19.7K -161 -10%
HFM
335
Harvest Fund Management
China
$174K +$25.5K +208 +17%
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$161K +$47.2K +385 +39%
AAM
337
Advisors Asset Management
Colorado
$153K +$69.9K +570 +78%
ETC
338
Exchange Traded Concepts
Oklahoma
$147K +$9.32K +76 +6%
CFO
339
CVA Family Office
Colorado
$132K
SCM
340
Sterling Capital Management
North Carolina
$128K -$18.8K -153 -12%
AIC
341
Archer Investment Corporation
Indiana
$127K -$61.3K -500 -32%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$125K +$51.7K +422 +66%
PFPT
343
Pinnacle Financial Partners (Tennessee)
Tennessee
$121K
WW
344
Winnow Wealth
Texas
$117K +$122K +998 New
PPA
345
Painted Porch Advisors
California
$89.4K +$40.7K +332 +78%
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
$88K -$1.84K -15 -2%
Simplex Trading
347
Simplex Trading
Illinois
$87K -$185K -1,508 -67%
OC
348
Oarsman Capital
Wisconsin
$86.8K +$5.52K +45 +6%
HI
349
Harbour Investments
Wisconsin
$83.1K
HNB
350
Huntington National Bank
Ohio
$77.2K +$40.2K +328 +100%

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.