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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.86%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$43.2K
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$41K -$19.6K -212 -28%
DB
328
Danske Bank
Denmark
$38.1K
SAM
329
Smartleaf Asset Management
Massachusetts
$34K -$111K -1,201 -74%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$33.3K +$5.36K +58 +15%
Los Angeles Capital Management
331
Los Angeles Capital Management
California
$32.3K +$29.6K +321 New
WT
332
Whittier Trust
California
$31.9K
EWA
333
EverSource Wealth Advisors
Alabama
$28.3K -$5.91K -64 -15%
PWPS
334
Pinnacle Wealth Planning Services
Ohio
$27.2K +$33K +357 New
OWP
335
ORG Wealth Partners
Texas
$26.1K
CIAS
336
CBIZ Investment Advisory Services
Ohio
$25K +$4.43K +48 +17%
AF
337
Allworth Financial
California
$24.6K +$185 +2 +0.6%
CA
338
Clearstead Advisors
Ohio
$24K +$24K +260 +473%
FFA
339
Farther Finance Advisors
California
$23.3K +$20.4K +221 +263%
HCM
340
Hollencrest Capital Management
California
$22.9K +$18.5K +200 +200%
SAG
341
SageView Advisory Group
California
$22.6K +$27.3K +296 New
WIM
342
Westside Investment Management
California
$21.4K -$4.62K -50 -15%
CPG
343
Cornerstone Planning Group
New Jersey
$20.9K -$101K -1,093 -83%
CA
344
Centerpoint Advisors
Massachusetts
$20K +$3.51K +38 +17%
RFP
345
Root Financial Partners
California
$18.6K +$739 +8 +3%
SS
346
SBI Securities
Japan
$18.3K -$739 -8 -3%
PPC
347
Park Place Capital
Alabama
$16.5K +$20K +217 New
ACM
348
Aster Capital Management
United Arab Emirates
$13.6K +$16.4K +178 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$13.4K -$92 -1 -0.6%
AGWCA
350
Annis Gardner Whiting Capital Advisors
Florida
$12.6K +$15.2K +165 New