399 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 133 increasing their positions, 144 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:

11.43% more ownership

Funds ownership: 77.77%89.2% (+11%)

2% more funds holding

Funds holding: 392399 (+7)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 144

Holders
399
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 Sellers

1 -$43.9M
2 -$43.4M
3 -$43.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.2M
5
Goldman Sachs
Goldman Sachs
New York
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$4.02K
AP
377
Aspect Partners
Virginia
$2.82K
VWA
378
Valued Wealth Advisors
Utah
$2.8K
S
379
Sachetta
Massachusetts
$2.8K
PWMG
380
Prestige Wealth Management Group
New Jersey
$1.96K
CIAM
381
Caitong International Asset Management
Hong Kong
$1.87K
MCM
382
Manchester Capital Management
Vermont
$1.87K
FFO
383
Fortitude Family Office
Arizona
$1.4K
BIA
384
Bell Investment Advisors
California
$1.4K
AssetMark Inc
385
AssetMark Inc
California
$1.31K
PWAM
386
Private Wealth Asset Management
Iowa
$1.12K
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.08K
CH
388
Cromwell Holdings
Wyoming
$935
RS
389
Rakuten Securities
Japan
$934
OP
390
ORG Partners
Indiana
$654
LFG
391
Larson Financial Group
Missouri
$654
Q1WB
392
Quest 10 Wealth Builders
Virginia
$561
SIC
393
SJS Investment Consulting
Ohio
$468
BHWM
394
Bay Harbor Wealth Management
Maryland
$467
RWM
395
Rialto Wealth Management
New York
$374
HIA
396
HFM Investment Advisors
New Jersey
$280
TFA
397
Transamerica Financial Advisors
Florida
$187
TWD
398
True Wealth Design
Ohio
$94
TIM
399
Tortoise Investment Management
New York
$93
Norges Bank
400
Norges Bank
Norway