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Aaon
AAON

Overview Fund Activity

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
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
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
$3.99K +$1.8K +23 +82%
CT
354
Colonial Trust
South Carolina
$3.75K – – –
JWA
355
JFS Wealth Advisors
Pennsylvania
$3.36K -$78 -1 -2%
HFS
356
Hantz Financial Services
Michigan
$3K +$3K +33 New
BAM
357
Bellevue Asset Management
Washington
$2.97K +$781 +10 +36%
TPCW
358
TD Private Client Wealth
New York
$2.97K +$2.11K +27 +245%
Optiver Holding
359
Optiver Holding
Netherlands
$2.81K +$2.81K +36 New
RI
360
Ridgewood Investments
New Jersey
$2.66K – – –
AAP
361
Arax Advisory Partners
Colorado
$2.5K -$4.92K -63 -66%
AP
362
Aspect Partners
Virginia
$2.36K – – –
VWA
363
Valued Wealth Advisors
Utah
$2.34K – – –
HNW
364
High Note Wealth
Minnesota
$2.34K +$2.34K +30 New
BIA
365
Bell Investment Advisors
California
$1.49K – – –
SPIA
366
Steward Partners Investment Advisory
New York
$1.48K +$469 +6 +46%
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$1.09K -$313 -4 -22%
CFFP
368
Center for Financial Planning
Michigan
$1.02K – – –
SIC
369
SJS Investment Consulting
Ohio
$860 +$78 +1 +10%
IA
370
IFP Advisors
Florida
$703 -$4.83K -23 Closed
GFPC
371
Global Financial Private Client
Florida
$703 +$391 +5 +125%
OP
372
ORG Partners
Indiana
$554 +$554 +7 New
AssetMark Inc
373
AssetMark Inc
California
$547 – – –
SC
374
SouthState Corp
Florida
$391 +$391 +5 New
TWD
375
True Wealth Design
Ohio
$235 +$235 +3 New
13 14
15
16 17