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384 hedge funds and large institutions have $4.79B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 71.35%75.17% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

9% less funds holding

Funds holding: 422384 (-38)

30% less capital invested

Capital invested by funds: $6.83B → $4.79B (-$2.04B)

35% less first-time investments, than exits

New positions opened: 65 | 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
384
Holders Change
-38
Holders Change %
-9%
% 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
65
Increased
139
Reduced
129
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
351
Vermillion & White Wealth Management Group
Pennsylvania
$5.39K +$7.12K +69 New
SIM
352
Synergy Investment Management
Florida
$4.84K
PTC
353
Private Trust Company
Ohio
$4.77K -$6.29K -61 -50%
MAFA
354
MJT & Associates Financial Advisory
Minnesota
$4.3K +$5.67K +55 New
PS
355
Principal Securities
Iowa
$4.24K
IUHSA
356
Itau Unibanco Holding S.A.
Brazil
$4K
BCMLT
357
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.99K
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$3.98K +$2.37K +23 +82%
CT
359
Colonial Trust
South Carolina
$3.75K
JWA
360
JFS Wealth Advisors
Pennsylvania
$3.36K -$103 -1 -2%
HFS
361
Hantz Financial Services
Michigan
$3K +$3.4K +33 New
BAM
362
Bellevue Asset Management
Washington
$2.97K +$1.03K +10 +36%
TPCW
363
TD Private Client Wealth
New York
$2.97K +$2.78K +27 +245%
Optiver Holding
364
Optiver Holding
Netherlands
$2.81K +$3.71K +36 New
RI
365
Ridgewood Investments
New Jersey
$2.66K
AAP
366
Arax Advisory Partners
Colorado
$2.5K -$6.5K -63 -66%
AP
367
Aspect Partners
Virginia
$2.36K
VWA
368
Valued Wealth Advisors
Utah
$2.34K
HNW
369
High Note Wealth
Minnesota
$2.34K +$3.09K +30 New
BIA
370
Bell Investment Advisors
California
$1.49K
SPIA
371
Steward Partners Investment Advisory
New York
$1.48K +$619 +6 +46%
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$1.09K -$413 -4 -22%
CFFP
373
Center for Financial Planning
Michigan
$1.02K
SIC
374
SJS Investment Consulting
Ohio
$860 +$103 +1 +10%
IA
375
IFP Advisors
Florida
$703 -$2.37K -23 Closed

AAON Hedge Fund Activity: Q1 2025 in Review

384 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2025, worth a combined $4.79B — down 30% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AAON and 65 opened new positions — a net loss of 35 holders — while 129 trimmed existing stakes and 139 added.

The largest buyer was Pictet Asset Management, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $103M.

  • 384 institutional investors held Aaon (AAON) as of Q1 2025, down from 422 in Q4 2024.
  • Funds reported $4.79B of Aaon stock for Q1 2025, down 30% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q1 2025 and 100 closed out, a net change of -35 holders.
  • The largest Aaon buyer in Q1 2025 was Pictet Asset Management, an estimated $124M added.
  • The largest Aaon seller in Q1 2025 was Invesco, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.