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392 hedge funds and large institutions have $4.67B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 134

2.58% more ownership

Funds ownership: 75.17%77.75% (+2.6%)

2% more funds holding

Funds holding: 384392 (+8)

3% less capital invested

Capital invested by funds: $4.79B → $4.67B (-$127M)

27% less call options, than puts

Call options by funds: $13M | Put options by funds: $17.9M

Holders
392
Holders Change
+8
Holders Change %
+2.08%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
151
Reduced
134
Closed
53
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
376
Fortitude Family Office
Arizona
$1.48K +$1.75K +20 New
BIA
377
Bell Investment Advisors
California
$1.4K
DPW
378
DiNuzzo Private Wealth
Pennsylvania
$1.4K +$438 +5 +36%
RS
379
Rakuten Securities
Japan
$1.11K -$26.8K -306 -95%
AssetMark Inc
380
AssetMark Inc
California
$1.03K +$614 +7 +100%
WCM
381
Winthrop Capital Management
Indiana
$1K +$1.05K +12 New
TPCW
382
TD Private Client Wealth
New York
$811 -$2.37K -27 -71%
OP
383
ORG Partners
Indiana
$524
SIC
384
SJS Investment Consulting
Ohio
$517 -$351 -4 -36%
HIA
385
HFM Investment Advisors
New Jersey
$516 +$614 +7 New
BHWM
386
Bay Harbor Wealth Management
Maryland
$368 +$263 +3 +150%
LFG
387
Larson Financial Group
Missouri
$295 -$7.8K -89 -96%
TWD
388
True Wealth Design
Ohio
$295 +$88 +1 +33%
CH
389
Cromwell Holdings
Wyoming
$295 +$351 +4 New
RWM
390
Rialto Wealth Management
New York
$222 +$263 +3 New
PWM
391
Parkworth Wealth Management
California
$148
PWAM
392
Private Wealth Asset Management
Iowa
$148
TIM
393
Tortoise Investment Management
New York
$74 +$88 +1 New
VNIM
394
Vaughan Nelson Investment Management
Texas
-$46.5M -595,240 Closed
NCGI
395
Next Century Growth Investors
Minnesota
-$9.72M -124,390 Closed
DCM
396
Driehaus Capital Management
Illinois
-$8.17M -104,628 Closed
TIG
397
Tribune Investment Group
New York
-$6.25M -80,000 Closed
Jacobs Levy Equity Management
398
Jacobs Levy Equity Management
New Jersey
-$6.04M -77,290 Closed
CF
399
Corebridge Financial
Texas
-$5.88M -75,257 Closed
4A
400
4D Advisors
California
-$4.3M -55,000 Closed

AAON Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2025, worth a combined $4.67B — down 2.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AAON positions and 53 closed out — a net gain of 12 holders — while 151 added to existing stakes and 134 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 392 institutional investors held Aaon (AAON) as of Q2 2025, up from 384 in Q1 2025.
  • Funds reported $4.67B of Aaon stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q2 2025 and 53 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q2 2025 was Champlain Investment Partners, an estimated $104M added.
  • The largest Aaon seller in Q2 2025 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.