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402 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

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
376
Private Trust Company
Ohio
$4.21K
BAM
377
Bellevue Asset Management
Washington
$4.2K
JWA
378
JFS Wealth Advisors
Pennsylvania
$4.02K
AP
379
Aspect Partners
Virginia
$2.82K
VWA
380
Valued Wealth Advisors
Utah
$2.8K
S
381
Sachetta
Massachusetts
$2.8K +$2.46K +30 New
PWMG
382
Prestige Wealth Management Group
New Jersey
$1.96K +$1.72K +21 New
CIAM
383
Caitong International Asset Management
Hong Kong
$1.87K -$26.9K -328 -94%
MCM
384
Manchester Capital Management
Vermont
$1.87K +$1.64K +20 New
FFO
385
Fortitude Family Office
Arizona
$1.4K -$410 -5 -25%
BIA
386
Bell Investment Advisors
California
$1.4K -$328 -4 -21%
AssetMark Inc
387
AssetMark Inc
California
$1.31K
PWAM
388
Private Wealth Asset Management
Iowa
$1.12K +$819 +10 +500%
DPW
389
DiNuzzo Private Wealth
Pennsylvania
$1.08K -$491 -6 -32%
CH
390
Cromwell Holdings
Wyoming
$935 +$491 +6 +150%
RS
391
Rakuten Securities
Japan
$934 -$410 -5 -33%
OP
392
ORG Partners
Indiana
$654
LFG
393
Larson Financial Group
Missouri
$654 +$246 +3 +75%
Q1WB
394
Quest 10 Wealth Builders
Virginia
$561 +$491 +6 New
SIC
395
SJS Investment Consulting
Ohio
$468 -$164 -2 -29%
BHWM
396
Bay Harbor Wealth Management
Maryland
$467
RWM
397
Rialto Wealth Management
New York
$374 +$82 +1 +33%
HIA
398
HFM Investment Advisors
New Jersey
$280 -$328 -4 -57%
TFA
399
Transamerica Financial Advisors
Florida
$187 +$164 +2 New
TWD
400
True Wealth Design
Ohio
$94 -$246 -3 -75%

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.