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384 hedge funds and large institutions have $4.79B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 71.35%75.17% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

9% less funds holding

Funds holding: 422384 (-38)

30% less capital invested

Capital invested by funds: $6.83B → $4.79B (-$2.04B)

35% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
384
Holders Change
-38
Holders Change %
-9%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
139
Reduced
129
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
376
Global Financial Private Client
Florida
$703 +$516 +5 +125%
OP
377
ORG Partners
Indiana
$554 +$722 +7 New
AssetMark Inc
378
AssetMark Inc
California
$547
SC
379
SouthState Corp
Florida
$391 +$516 +5 New
ACA
380
American Capital Advisory
Idaho
$235 +$309 +3 New
TWD
381
True Wealth Design
Ohio
$235 +$309 +3 New
PWM
382
Parkworth Wealth Management
California
$156
A
383
AlphaQuest
New York
$156 +$206 +2 New
BHWM
384
Bay Harbor Wealth Management
Maryland
$156 +$206 +2 New
PWAM
385
Private Wealth Asset Management
Iowa
$156 +$206 +2 New
Westfield Capital Management
386
Westfield Capital Management
Massachusetts
-$43.7M -371,554 Closed
Alyeska Investment Group
387
Alyeska Investment Group
Illinois
-$42.4M -360,714 Closed
Arrowstreet Capital
388
Arrowstreet Capital
Massachusetts
-$39.7M -337,003 Closed
Lord, Abbett & Co
389
Lord, Abbett & Co
New Jersey
-$32.7M -277,753 Closed
PWAM
390
Park West Asset Management
California
-$24.1M -205,000 Closed
FAM
391
Fred Alger Management
New York
-$21.1M -179,383 Closed
Jane Street
392
Jane Street
New York
-$19.3M -164,155 Closed
Balyasny Asset Management
393
Balyasny Asset Management
Illinois
-$11.3M -95,974 Closed
BAMCO Inc
394
BAMCO Inc
New York
-$8.93M -75,856 Closed
Connor, Clark & Lunn Investment Management (CC&L)
395
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$8.81M -74,876 Closed
NIP
396
Nicholas Investment Partners
California
-$7.76M -65,908 Closed
SBH
397
Segall Bryant & Hamill
Illinois
-$7.44M -63,196 Closed
EGI
398
EAM Global Investors
California
-$4.8M -40,817 Closed
SCM
399
Sandler Capital Management
New York
-$3.99M -33,904 Closed
TC
400
TwinBeech Capital
New York
-$3.69M -31,366 Closed

AAON Hedge Fund Activity: Q1 2025 in Review

384 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2025, worth a combined $4.79B — down 30% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AAON and 65 opened new positions — a net loss of 35 holders — while 129 trimmed existing stakes and 139 added.

The largest buyer was Pictet Asset Management, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $103M.

  • 384 institutional investors held Aaon (AAON) as of Q1 2025, down from 422 in Q4 2024.
  • Funds reported $4.79B of Aaon stock for Q1 2025, down 30% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q1 2025 and 100 closed out, a net change of -35 holders.
  • The largest Aaon buyer in Q1 2025 was Pictet Asset Management, an estimated $124M added.
  • The largest Aaon seller in Q1 2025 was Invesco, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.