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Aaon
AAON

Overview Fund Activity

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
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% 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
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
326
Bessemer Group
New Jersey
$15K +$3.39K +45 +29%
FNWA
327
Financial Network Wealth Advisors
Utah
$13.4K +$13.4K +172 New
EWA
328
EverSource Wealth Advisors
Alabama
$13.3K +$1.64K +21 +14%
RA
329
Rise Advisors
New York
$13.3K +$13.3K +170 New
T
330
Transce3nd
Texas
$13K – – –
PFBT
331
Parkside Financial Bank & Trust
Missouri
$11.7K +$11.7K +150 New
MA
332
MCF Advisors
Kentucky
$10.3K -$1.25K -16 -11%
BIG
333
Brooklyn Investment Group
New York
$9.45K +$9.3K +119 +5,950%
Jones Financial Companies
334
Jones Financial Companies
Missouri
$8.04K +$1.95K +25 +32%
WTA
335
Washington Trust Advisors
Massachusetts
$7.81K +$2.11K +27 +37%
HCM
336
Hollencrest Capital Management
California
$7.81K +$7.81K +100 New
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 +$7.58K +97 New
FFA
340
Farther Finance Advisors
California
$7.28K -$14.7K -186 -67%
LFG
341
Larson Financial Group
Missouri
$7.27K +$6.49K +83 +830%
MCM
342
MAI Capital Management
Ohio
$7.19K – – –
WWM
343
Wolff Wiese Magana
California
$7.11K -$2.81K -36 -28%
HWM
344
Hemington Wealth Management
Virginia
$7K -$74 -1 -1%
HC
345
Hurley Capital
New York
$5.87K – – –
VWWMG
346
Vermillion & White Wealth Management Group
Pennsylvania
$5.39K +$5.39K +69 New
SIM
347
Synergy Investment Management
Florida
$4.84K – – –
PTC
348
Private Trust Company
Ohio
$4.77K -$4.77K -61 -50%
MAFA
349
MJT & Associates Financial Advisory
Minnesota
$4.3K +$4.3K +55 New
PS
350
Principal Securities
Iowa
$4.24K – – –
12 13
14
15 16