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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$73.3K -$21.6K -176 -22%
S
352
SignatureFD
Georgia
$72.6K +$490 +4 +0.7%
PA
353
Parallel Advisors
California
$66.7K +$6.99K +57 +11%
CIAM
354
Caitong International Asset Management
Hong Kong
$64.7K +$67.4K +550 New
PSFG
355
Park Square Financial Group
Georgia
$56.8K +$59.2K +483 New
WT
356
Whittier Trust
California
$46K +$47.9K +391 New
EF
357
Empowered Funds
Pennsylvania
$42.4K +$44.1K +360 New
AF
358
Allworth Financial
California
$42K -$17.7K -144 -32%
OWP
359
ORG Wealth Partners
Texas
$40.2K
WIM
360
Westside Investment Management
California
$38.8K
UB
361
UMB Bank
Missouri
$38.2K +$16.1K +131 +68%
QL
362
Quarry LP
New York
$36.8K +$12.6K +103 +49%
Twin Tree Management
363
Twin Tree Management
Texas
$33.4K +$34.8K +284 New
FFA
364
Farther Finance Advisors
California
$32.7K -$1.72K -14 -5%
MG
365
Mather Group
Illinois
$27.1K +$23.7K +193 +522%
CA
366
Clearstead Advisors
Ohio
$26.9K +$1.23K +10 +5%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$24.2K +$24.4K +199 New
T
368
Transce3nd
Texas
$19.5K +$20.4K +166 New
TAM
369
Tucker Asset Management
Colorado
$18.7K -$4.29K -35 -18%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$981 +8 +5%
Bessemer Group
371
Bessemer Group
New Jersey
$18K +$8.95K +73 +90%
EWA
372
EverSource Wealth Advisors
Alabama
$17.5K -$15.1K -123 -45%
MA
373
MCF Advisors
Kentucky
$17.4K +$3.68K +30 +25%
WWM
374
Wolff Wiese Magana
California
$14.9K -$3.68K -30 -19%
PTC
375
Private Trust Company
Ohio
$14.4K +$1.23K +10 +9%

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.