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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
376
Prestige Wealth Management Group
New Jersey
$1.74K
BWA
377
Basecamp Wealth Advisors
Washington
$1.49K
MCM
378
Manchester Capital Management
Vermont
$1.41K -$273 -3 -15%
BHWM
379
Bay Harbor Wealth Management
Maryland
$1.32K +$909 +10 +167%
CA
380
Clearstead Advisors
Ohio
$1.24K -$27.3K -300 -95%
BIA
381
Bell Investment Advisors
California
$1.24K
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$1.24K +$454 +5 +50%
IPS
383
Investors Portfolio Services
Washington
$1.08K +$727 +8 New
SIC
384
SJS Investment Consulting
Ohio
$993 +$636 +7 +140%
PWA
385
Physician Wealth Advisors
Utah
$911 +$1K +11 New
PWAM
386
Private Wealth Asset Management
Iowa
$828 -$182 -2 -17%
CH
387
Cromwell Holdings
Wyoming
$828
SHIM
388
Stone House Investment Management
Pennsylvania
$745 +$545 +6 +200%
RS
389
Rakuten Securities
Japan
$579 -$454 -5 -42%
WA
390
WPG Advisers
Maryland
$579 +$182 +2 +40%
BBHC
391
Brown Brothers Harriman & Co
New York
$579 +$636 +7 New
GSEP
392
Golden State Equity Partners
California
$579 +$636 +7 New
RWM
393
Rialto Wealth Management
New York
$497 +$273 +3 +100%
HIA
394
HFM Investment Advisors
New Jersey
$414 +$273 +3 +150%
VWM
395
Vermillion Wealth Management
Minnesota
$248 +$273 +3 New
CW
396
Curio Wealth
Maryland
$166 +$182 +2 New
SEP
397
Signature Equity Partners
Ohio
$166 +$182 +2 New
DF
398
Dunhill Financial
United Kingdom
$137 -$91 -1 -50%
S
399
Sachetta
Massachusetts
$83 -$2.63K -29 -97%
ACA
400
American Capital Advisory
Idaho
$83