396 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 151 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 151

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
376
Rossby Financial
Florida
$1.83K
PWMG
377
Prestige Wealth Management Group
New Jersey
$1.6K
MCM
378
Manchester Capital Management
Vermont
$1.52K
AssetMark Inc
379
AssetMark Inc
California
$1.22K
BIA
380
Bell Investment Advisors
California
$1.14K
FFO
381
Fortitude Family Office
Arizona
$1.07K
PWAM
382
Private Wealth Asset Management
Iowa
$915
RS
383
Rakuten Securities
Japan
$915
KFAS
384
Keating Financial Advisory Services
Kansas
$915
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$763
CH
386
Cromwell Holdings
Wyoming
$763
LFG
387
Larson Financial Group
Missouri
$534
OP
388
ORG Partners
Indiana
$533
BHWM
389
Bay Harbor Wealth Management
Maryland
$457
SIC
390
SJS Investment Consulting
Ohio
$382
WA
391
WPG Advisers
Maryland
$381
RWM
392
Rialto Wealth Management
New York
$229
SHIM
393
Stone House Investment Management
Pennsylvania
$229
HIA
394
HFM Investment Advisors
New Jersey
$153
DF
395
Dunhill Financial
United Kingdom
$127
ACA
396
American Capital Advisory
Idaho
$77
Alyeska Investment Group
397
Alyeska Investment Group
Illinois
Credit Agricole
398
Credit Agricole
France
SPPAM
399
Summit Partners Public Asset Management
Massachusetts
MCM
400
Moore Capital Management
New York