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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$8.11K
KFI
352
Key Financial Inc
Pennsylvania
$8.03K
WWM
353
Wolff Wiese Magana
California
$7.53K
ECSS
354
Eurizon Capital SGR SpA
$7.39K +$8.54K +94 New
MFP
355
Meramec Financial Planners
Missouri
$5.68K
IUHSA
356
Itau Unibanco Holding S.A.
Brazil
$5.38K
SIM
357
Synergy Investment Management
Florida
$5.13K +$5.63K +62 New
C
358
Covestor
United Kingdom
$5K -$4.18K -46 -43%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$4.96K
JWA
360
JFS Wealth Advisors
Pennsylvania
$4.72K +$363 +4 +8%
LFG
361
Larson Financial Group
Missouri
$4.55K +$4.36K +48 +686%
VCM
362
Versant Capital Management
Arizona
$4.47K +$909 +10 +23%
SPIA
363
Steward Partners Investment Advisory
New York
$4.06K
PTC
364
Private Trust Company
Ohio
$3.73K
TPCW
365
TD Private Client Wealth
New York
$3.72K -$363 -4 -8%
RF
366
Rossby Financial
Florida
$3.68K +$1.82K +20 +83%
JFA
367
JNBA Financial Advisors
Minnesota
$3.48K +$3.82K +42 New
RCM
368
Richardson Capital Management
Wisconsin
$3.39K +$3.73K +41 New
FFO
369
Fortitude Family Office
Arizona
$2.81K +$1.82K +20 +143%
AP
370
Aspect Partners
Virginia
$2.5K
VWA
371
Valued Wealth Advisors
Utah
$2.48K
KFAS
372
Keating Financial Advisory Services
Kansas
$2.32K +$1.45K +16 +133%
TPWA
373
Twin Peaks Wealth Advisors
California
$1.99K +$2.18K +24 New
ZBNA
374
Zions Bancorporation, National Association
Utah
$1.99K +$2.18K +24 New
AssetMark Inc
375
AssetMark Inc
California
$1.82K +$545 +6 +38%