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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
376
Winthrop Capital Management
Indiana
$1K +$1K +12 New
TPCW
377
TD Private Client Wealth
New York
$811 -$1.99K -27 -71%
OP
378
ORG Partners
Indiana
$524 – – –
SIC
379
SJS Investment Consulting
Ohio
$517 -$295 -4 -36%
HIA
380
HFM Investment Advisors
New Jersey
$516 +$516 +7 New
BHWM
381
Bay Harbor Wealth Management
Maryland
$368 +$221 +3 +150%
LFG
382
Larson Financial Group
Missouri
$295 -$6.56K -89 -96%
TWD
383
True Wealth Design
Ohio
$295 +$74 +1 +33%
CH
384
Cromwell Holdings
Wyoming
$295 +$295 +4 New
RWM
385
Rialto Wealth Management
New York
$222 +$222 +3 New
PWM
386
Parkworth Wealth Management
California
$148 – – –
PWAM
387
Private Wealth Asset Management
Iowa
$148 – – –
TIM
388
Tortoise Investment Management
New York
$74 +$74 +1 New
VNIM
389
Vaughan Nelson Investment Management
Texas
– -$46.5M -595,240 Closed
NCGI
390
Next Century Growth Investors
Minnesota
– -$9.72M -124,390 Closed
DCM
391
Driehaus Capital Management
Illinois
– -$8.17M -104,628 Closed
TIG
392
Tribune Investment Group
New York
– -$6.25M -80,000 Closed
Jacobs Levy Equity Management
393
Jacobs Levy Equity Management
New Jersey
– -$6.04M -77,290 Closed
CF
394
Corebridge Financial
Texas
– -$5.88M -75,257 Closed
4A
395
4D Advisors
California
– -$4.3M -55,000 Closed
WCF
396
West Coast Financial
California
– -$3.99M -51,057 Closed
MIM
397
MetLife Investment Management
New Jersey
– -$3.16M -40,396 Closed
USCWA
398
U.S. Capital Wealth Advisors
Texas
– -$1.96M -25,133 Closed
T. Rowe Price Investment Management
399
T. Rowe Price Investment Management
Maryland
– -$1.74M -22,314 Closed
OTPPB
400
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$996K -12,754 Closed
14 15
16
17 18