396 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 151 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 151

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
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DB
326
Danske Bank
Denmark
$38.1K
SAM
327
Smartleaf Asset Management
Massachusetts
$34K
Jones Financial Companies
328
Jones Financial Companies
Missouri
$33.3K
Los Angeles Capital Management
329
Los Angeles Capital Management
California
$32.3K
WT
330
Whittier Trust
California
$31.9K
EWA
331
EverSource Wealth Advisors
Alabama
$28.3K
PWPS
332
Pinnacle Wealth Planning Services
Ohio
$27.2K
OWP
333
ORG Wealth Partners
Texas
$26.1K
CIAS
334
CBIZ Investment Advisory Services
Ohio
$25K
AF
335
Allworth Financial
California
$24.6K
CA
336
Clearstead Advisors
Ohio
$24K
FFA
337
Farther Finance Advisors
California
$23.3K
HCM
338
Hollencrest Capital Management
California
$22.9K
SAG
339
SageView Advisory Group
California
$22.6K
WIM
340
Westside Investment Management
California
$21.4K
CPG
341
Cornerstone Planning Group
New Jersey
$20.9K
CA
342
Centerpoint Advisors
Massachusetts
$20K
RFP
343
Root Financial Partners
California
$18.6K
SS
344
SBI Securities
Japan
$18.3K
PPC
345
Park Place Capital
Alabama
$16.5K
ACM
346
Aster Capital Management
United Arab Emirates
$13.6K
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$13.4K
AGWCA
348
Annis Gardner Whiting Capital Advisors
Florida
$12.6K
MA
349
MCF Advisors
Kentucky
$10.9K
Twin Tree Management
350
Twin Tree Management
Texas
$10.3K