We are live on ! Find out more

399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

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
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
Sachetta
Massachusetts
$2.29K
VWA
377
Valued Wealth Advisors
Utah
$2.29K
RF
378
Rossby Financial
Florida
$1.83K +$2.22K +24 New
PWMG
379
Prestige Wealth Management Group
New Jersey
$1.6K
MCM
380
Manchester Capital Management
Vermont
$1.52K
BWA
381
Basecamp Wealth Advisors
Washington
$1.37K +$1.66K +18 New
AssetMark Inc
382
AssetMark Inc
California
$1.22K +$185 +2 +14%
BIA
383
Bell Investment Advisors
California
$1.14K
FFO
384
Fortitude Family Office
Arizona
$1.07K -$92 -1 -7%
PWAM
385
Private Wealth Asset Management
Iowa
$915
RS
386
Rakuten Securities
Japan
$915 +$185 +2 +20%
KFAS
387
Keating Financial Advisory Services
Kansas
$915 +$1.11K +12 New
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$763 -$277 -3 -23%
CH
389
Cromwell Holdings
Wyoming
$763
LFG
390
Larson Financial Group
Missouri
$534
OP
391
ORG Partners
Indiana
$533
BHWM
392
Bay Harbor Wealth Management
Maryland
$457 +$92 +1 +20%
SIC
393
SJS Investment Consulting
Ohio
$382
WA
394
WPG Advisers
Maryland
$381 +$462 +5 New
RWM
395
Rialto Wealth Management
New York
$229 -$92 -1 -25%
SHIM
396
Stone House Investment Management
Pennsylvania
$229 +$277 +3 New
HIA
397
HFM Investment Advisors
New Jersey
$153 -$92 -1 -33%
DF
398
Dunhill Financial
United Kingdom
$127 +$185 +2 New
ACA
399
American Capital Advisory
Idaho
$77 +$92 +1 New
Alyeska Investment Group
400
Alyeska Investment Group
Illinois
-$41.3M -442,345 Closed