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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
376
Fuller & Thaler Asset Management
California
$13.5K
SS
377
SBI Securities
Japan
$12.7K +$13.2K +108 New
LC
378
Lindbrook Capital
California
$12.4K
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$11.8K
KFI
380
Key Financial Inc
Pennsylvania
$11.4K
AAP
381
Arax Advisory Partners
Colorado
$11.2K -$368 -3 -3%
HWM
382
Hemington Wealth Management
Virginia
$11K +$2.33K +19 +25%
MCM
383
MAI Capital Management
Ohio
$10.8K +$11.3K +92 New
GM
384
GeoWealth Management
Illinois
$10.6K +$11K +90 New
RIL
385
Rothschild Investment LLC
Illinois
$10K +$10.4K +85 New
Jones Financial Companies
386
Jones Financial Companies
Missouri
$9.18K
HC
387
Hurley Capital
New York
$9K +$9.19K +75 New
WTA
388
Washington Trust Advisors
Massachusetts
$8.59K
SIM
389
Synergy Investment Management
Florida
$7.3K +$7.6K +62 New
VWM
390
Venturi Wealth Management
Texas
$6.24K -$1.72K -14 -21%
BCMLT
391
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
MAM
392
Meeder Asset Management
Ohio
$5.77K +$6.01K +49 New
CT
393
Colonial Trust
South Carolina
$5.65K
CFB
394
Cullen/Frost Bankers
Texas
$5.65K +$5.88K +48 New
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
$5.53K -$2.94K -24 -34%
RS
396
Rakuten Securities
Japan
$5.3K +$3.43K +28 +165%
VCM
397
Versant Capital Management
Arizona
$5.18K -$613 -5 -10%
JWA
398
JFS Wealth Advisors
Pennsylvania
$5.18K
IA
399
IFP Advisors
Florida
$4.83K +$2.82K +23 New
PS
400
Principal Securities
Iowa
$4.24K -$858 -7 -16%

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.