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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
351
Key Financial Inc
Pennsylvania
$7.15K – – –
WWM
352
Wolff Wiese Magana
California
$6.71K – – –
FFA
353
Farther Finance Advisors
California
$6.42K -$369 -5 -5%
HC
354
Hurley Capital
New York
$5.55K – – –
VWWMG
355
Vermillion & White Wealth Management Group
Pennsylvania
$5.09K – – –
Group One Trading
356
Group One Trading
Illinois
$4.87K -$57.8K -784 -92%
IUHSA
357
Itau Unibanco Holding S.A.
Brazil
$4.5K +$1.03K +14 +30%
MAFA
358
MJT & Associates Financial Advisory
Minnesota
$4.06K – – –
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$3.98K +$221 +3 +6%
BCMLT
360
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K – – –
CT
361
Colonial Trust
South Carolina
$3.54K – – –
PTC
362
Private Trust Company
Ohio
$3.32K -$1.18K -16 -26%
BAM
363
Bellevue Asset Management
Washington
$3.32K +$516 +7 +18%
VCM
364
Versant Capital Management
Arizona
$3.25K -$21.2K -287 -87%
JWA
365
JFS Wealth Advisors
Pennsylvania
$3.17K – – –
RI
366
Ridgewood Investments
New Jersey
$2.51K – – –
AP
367
Aspect Partners
Virginia
$2.23K – – –
VWA
368
Valued Wealth Advisors
Utah
$2.21K – – –
SPIA
369
Steward Partners Investment Advisory
New York
$1.99K +$590 +8 +42%
TPWA
370
Twin Peaks Wealth Advisors
California
$1.66K +$1.66K +20 New
FFO
371
Fortitude Family Office
Arizona
$1.48K +$1.48K +20 New
BIA
372
Bell Investment Advisors
California
$1.4K – – –
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$1.4K +$369 +5 +36%
RS
374
Rakuten Securities
Japan
$1.11K -$22.6K -306 -95%
AssetMark Inc
375
AssetMark Inc
California
$1.03K +$516 +7 +100%
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