379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
351
Itau Unibanco Holding S.A.
Brazil
$4K
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.99K
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.98K
CT
354
Colonial Trust
South Carolina
$3.75K
JWA
355
JFS Wealth Advisors
Pennsylvania
$3.36K
HFS
356
Hantz Financial Services
Michigan
$3K
BAM
357
Bellevue Asset Management
Washington
$2.97K
TPCW
358
TD Private Client Wealth
New York
$2.97K
Optiver Holding
359
Optiver Holding
Netherlands
$2.81K
RI
360
Ridgewood Investments
New Jersey
$2.66K
AAP
361
Arax Advisory Partners
Colorado
$2.5K
AP
362
Aspect Partners
Virginia
$2.36K
VWA
363
Valued Wealth Advisors
Utah
$2.34K
HNW
364
High Note Wealth
Minnesota
$2.34K
BIA
365
Bell Investment Advisors
California
$1.49K
SPIA
366
Steward Partners Investment Advisory
New York
$1.48K
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$1.09K
CFFP
368
Center for Financial Planning
Michigan
$1.02K
SIC
369
SJS Investment Consulting
Ohio
$860
IA
370
IFP Advisors
Florida
$703
GFPC
371
Global Financial Private Client
Florida
$703
OP
372
ORG Partners
Indiana
$554
AssetMark Inc
373
AssetMark Inc
California
$547
SC
374
SouthState Corp
Florida
$391
ACA
375
American Capital Advisory
Idaho
$235