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384 hedge funds and large institutions have $4.79B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 71.35%75.17% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

9% less funds holding

Funds holding: 422384 (-38)

30% less capital invested

Capital invested by funds: $6.83B → $4.79B (-$2.04B)

35% less first-time investments, than exits

New positions opened: 65 | 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
384
Holders Change
-38
Holders Change %
-9%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
139
Reduced
129
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
326
Rothschild Investment LLC
Illinois
$19.9K +$17.5K +170 +200%
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$19.7K +$10.1K +98 +64%
SCM
328
Sterling Capital Management
North Carolina
$17.7K -$88.9K -862 -79%
MG
329
Mather Group
Illinois
$16.1K -$2.48K -24 -10%
Mirae Asset Global Investments
330
Mirae Asset Global Investments
South Korea
$15.8K +$413 +4 +2%
Bessemer Group
331
Bessemer Group
New Jersey
$15K +$4.64K +45 +29%
FNWA
332
Financial Network Wealth Advisors
Utah
$13.4K +$17.7K +172 New
EWA
333
EverSource Wealth Advisors
Alabama
$13.3K +$2.17K +21 +14%
RA
334
Rise Advisors
New York
$13.3K +$17.5K +170 New
T
335
Transce3nd
Texas
$13K
PFBT
336
Parkside Financial Bank & Trust
Missouri
$11.7K +$15.5K +150 New
MA
337
MCF Advisors
Kentucky
$10.3K -$1.65K -16 -11%
BIG
338
Brooklyn Investment Group
New York
$9.45K +$12.3K +119 +5,950%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$8.04K +$2.58K +25 +32%
WTA
340
Washington Trust Advisors
Massachusetts
$7.81K +$2.78K +27 +37%
HCM
341
Hollencrest Capital Management
California
$7.81K +$10.3K +100 New
Mitsubishi UFJ Asset Management
342
Mitsubishi UFJ Asset Management
Japan
$7.66K
KFI
343
Key Financial Inc
Pennsylvania
$7.58K
SSG
344
Summit Securities Group
New York
$7.58K +$10K +97 New
FFA
345
Farther Finance Advisors
California
$7.28K -$19.2K -186 -67%
LFG
346
Larson Financial Group
Missouri
$7.27K +$8.56K +83 +830%
MCM
347
MAI Capital Management
Ohio
$7.19K
WWM
348
Wolff Wiese Magana
California
$7.11K -$3.71K -36 -28%
HWM
349
Hemington Wealth Management
Virginia
$7K -$103 -1 -1%
HC
350
Hurley Capital
New York
$5.87K

AAON Hedge Fund Activity: Q1 2025 in Review

384 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2025, worth a combined $4.79B — down 30% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AAON and 65 opened new positions — a net loss of 35 holders — while 129 trimmed existing stakes and 139 added.

The largest buyer was Pictet Asset Management, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $103M.

  • 384 institutional investors held Aaon (AAON) as of Q1 2025, down from 422 in Q4 2024.
  • Funds reported $4.79B of Aaon stock for Q1 2025, down 30% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q1 2025 and 100 closed out, a net change of -35 holders.
  • The largest Aaon buyer in Q1 2025 was Pictet Asset Management, an estimated $124M added.
  • The largest Aaon seller in Q1 2025 was Invesco, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.