393 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
376
AssetMark Inc
California
$1.22K
BIA
377
Bell Investment Advisors
California
$1.14K
FFO
378
Fortitude Family Office
Arizona
$1.07K
PWAM
379
Private Wealth Asset Management
Iowa
$915
RS
380
Rakuten Securities
Japan
$915
KFAS
381
Keating Financial Advisory Services
Kansas
$915
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$763
CH
383
Cromwell Holdings
Wyoming
$763
LFG
384
Larson Financial Group
Missouri
$534
OP
385
ORG Partners
Indiana
$533
BHWM
386
Bay Harbor Wealth Management
Maryland
$457
SIC
387
SJS Investment Consulting
Ohio
$382
WA
388
WPG Advisers
Maryland
$381
RWM
389
Rialto Wealth Management
New York
$229
SHIM
390
Stone House Investment Management
Pennsylvania
$229
HIA
391
HFM Investment Advisors
New Jersey
$153
DF
392
Dunhill Financial
United Kingdom
$127
ACA
393
American Capital Advisory
Idaho
$77
Alyeska Investment Group
394
Alyeska Investment Group
Illinois
Credit Agricole
395
Credit Agricole
France
SPPAM
396
Summit Partners Public Asset Management
Massachusetts
MCM
397
Moore Capital Management
New York
JSP
398
Jackson Square Partners
California
ClearBridge Investments
399
ClearBridge Investments
New York
N
400
Natixis
France