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392 hedge funds and large institutions have $4.67B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 134

2.58% more ownership

Funds ownership: 75.17%77.75% (+2.6%)

2% more funds holding

Funds holding: 384392 (+8)

3% less capital invested

Capital invested by funds: $4.79B → $4.67B (-$127M)

27% less call options, than puts

Call options by funds: $13M | Put options by funds: $17.9M

Holders
392
Holders Change
+8
Holders Change %
+2.08%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
151
Reduced
134
Closed
53
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
351
Principal Securities
Iowa
$7.74K +$6.05K +69 +192%
SCM
352
Sterling Capital Management
North Carolina
$7.6K -$10.8K -123 -54%
HCM
353
Hollencrest Capital Management
California
$7.38K
Mitsubishi UFJ Asset Management
354
Mitsubishi UFJ Asset Management
Japan
$7.23K
KFI
355
Key Financial Inc
Pennsylvania
$7.15K
WWM
356
Wolff Wiese Magana
California
$6.71K
FFA
357
Farther Finance Advisors
California
$6.42K -$438 -5 -5%
HC
358
Hurley Capital
New York
$5.55K
VWWMG
359
Vermillion & White Wealth Management Group
Pennsylvania
$5.09K
Group One Trading
360
Group One Trading
Illinois
$4.87K -$68.7K -784 -92%
IUHSA
361
Itau Unibanco Holding S.A.
Brazil
$4.5K +$1.23K +14 +30%
MAFA
362
MJT & Associates Financial Advisory
Minnesota
$4.06K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$3.98K +$263 +3 +6%
BCMLT
364
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.77K
CT
365
Colonial Trust
South Carolina
$3.54K
PTC
366
Private Trust Company
Ohio
$3.32K -$1.4K -16 -26%
BAM
367
Bellevue Asset Management
Washington
$3.32K +$614 +7 +18%
VCM
368
Versant Capital Management
Arizona
$3.25K -$25.2K -287 -87%
JWA
369
JFS Wealth Advisors
Pennsylvania
$3.17K
RI
370
Ridgewood Investments
New Jersey
$2.51K
AP
371
Aspect Partners
Virginia
$2.23K
VWA
372
Valued Wealth Advisors
Utah
$2.21K
SPIA
373
Steward Partners Investment Advisory
New York
$1.99K +$701 +8 +42%
TPWA
374
Twin Peaks Wealth Advisors
California
$1.66K +$1.75K +20 New
CAWM
375
Capital A Wealth Management
Pennsylvania
$1.55K +$1.84K +21 New

AAON Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2025, worth a combined $4.67B — down 2.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AAON positions and 53 closed out — a net gain of 12 holders — while 151 added to existing stakes and 134 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 392 institutional investors held Aaon (AAON) as of Q2 2025, up from 384 in Q1 2025.
  • Funds reported $4.67B of Aaon stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q2 2025 and 53 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q2 2025 was Champlain Investment Partners, an estimated $104M added.
  • The largest Aaon seller in Q2 2025 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.