401 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

11.46% more ownership

Funds ownership: 77.73%89.19% (+11%)

3% more funds holding

Funds holding: 391401 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
401
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$11M
Net Calls
Net Calls Change

Top Buyers

1 +$325M
2 +$93.3M
3 +$91.4M
4
CCM
Copeland Capital Management
Pennsylvania
+$59.6M
5
BAMCO Inc
BAMCO Inc
New York
+$59.5M

Top Sellers

1 -$43.9M
2 -$38M
3 -$37.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Bellevue Asset Management
Washington
$4.2K
JWA
377
JFS Wealth Advisors
Pennsylvania
$4.02K
AP
378
Aspect Partners
Virginia
$2.82K
VWA
379
Valued Wealth Advisors
Utah
$2.8K
S
380
Sachetta
Massachusetts
$2.8K
PWMG
381
Prestige Wealth Management Group
New Jersey
$1.96K
CIAM
382
Caitong International Asset Management
Hong Kong
$1.87K
MCM
383
Manchester Capital Management
Vermont
$1.87K
FFO
384
Fortitude Family Office
Arizona
$1.4K
BIA
385
Bell Investment Advisors
California
$1.4K
AssetMark Inc
386
AssetMark Inc
California
$1.31K
PWAM
387
Private Wealth Asset Management
Iowa
$1.12K
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CH
389
Cromwell Holdings
Wyoming
$935
RS
390
Rakuten Securities
Japan
$934
OP
391
ORG Partners
Indiana
$654
LFG
392
Larson Financial Group
Missouri
$654
Q1WB
393
Quest 10 Wealth Builders
Virginia
$561
SIC
394
SJS Investment Consulting
Ohio
$468
BHWM
395
Bay Harbor Wealth Management
Maryland
$467
RWM
396
Rialto Wealth Management
New York
$374
HIA
397
HFM Investment Advisors
New Jersey
$280
TFA
398
Transamerica Financial Advisors
Florida
$187
TWD
399
True Wealth Design
Ohio
$94
MCM
400
MV Capital Management
Maryland
$94