379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
326
Bessemer Group
New Jersey
$15K
FNWA
327
Financial Network Wealth Advisors
Utah
$13.4K
EWA
328
EverSource Wealth Advisors
Alabama
$13.3K
RA
329
Rise Advisors
New York
$13.3K
T
330
Transce3nd
Texas
$13K
PFBT
331
Parkside Financial Bank & Trust
Missouri
$11.7K
MA
332
MCF Advisors
Kentucky
$10.3K
BIG
333
Brooklyn Investment Group
New York
$9.45K
Jones Financial Companies
334
Jones Financial Companies
Missouri
$8.04K
WTA
335
Washington Trust Advisors
Massachusetts
$7.81K
HCM
336
Hollencrest Capital Management
California
$7.81K
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$7.66K
KFI
338
Key Financial Inc
Pennsylvania
$7.58K
SSG
339
Summit Securities Group
New York
$7.58K
FFA
340
Farther Finance Advisors
California
$7.28K
LFG
341
Larson Financial Group
Missouri
$7.27K
MCM
342
MAI Capital Management
Ohio
$7.19K
WWM
343
Wolff Wiese Magana
California
$7.11K
HWM
344
Hemington Wealth Management
Virginia
$7K
HC
345
Hurley Capital
New York
$5.87K
VWWMG
346
Vermillion & White Wealth Management Group
Pennsylvania
$5.39K
SIM
347
Synergy Investment Management
Florida
$4.84K
PTC
348
Private Trust Company
Ohio
$4.77K
MAFA
349
MJT & Associates Financial Advisory
Minnesota
$4.3K
PS
350
Principal Securities
Iowa
$4.24K