393 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 65 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:

17% less capital invested

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

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
393
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
Mitsubishi UFJ Asset Management
351
Mitsubishi UFJ Asset Management
Japan
$7.76K
RIL
352
Rothschild Investment LLC
Illinois
$7.63K
HPC
353
HM Payson & Co
Maine
$7.63K
FHC
354
First Horizon Corporation
Tennessee
$7.4K
KFI
355
Key Financial Inc
Pennsylvania
$7.4K
WWM
356
Wolff Wiese Magana
California
$6.94K
HC
357
Hurley Capital
New York
$5.75K
MFP
358
Meramec Financial Planners
Missouri
$5.59K
TAM
359
Tucker Asset Management
Colorado
$5.57K
IUHSA
360
Itau Unibanco Holding S.A.
Brazil
$4.96K
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$4.58K
BAM
362
Bellevue Asset Management
Washington
$4.35K
JWA
363
JFS Wealth Advisors
Pennsylvania
$4.04K
FMP
364
Financial Management Professionals
Texas
$3.81K
SPIA
365
Steward Partners Investment Advisory
New York
$3.74K
TPCW
366
TD Private Client Wealth
New York
$3.74K
MAM
367
Meeder Asset Management
Ohio
$3.51K
PTC
368
Private Trust Company
Ohio
$3.43K
VCM
369
Versant Capital Management
Arizona
$3.35K
AP
370
Aspect Partners
Virginia
$2.3K
VWA
371
Valued Wealth Advisors
Utah
$2.29K
S
372
Sachetta
Massachusetts
$2.29K
RF
373
Rossby Financial
Florida
$1.83K
PWMG
374
Prestige Wealth Management Group
New Jersey
$1.6K
MCM
375
Manchester Capital Management
Vermont
$1.52K