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Aaon
AAON

Overview Fund Activity

418 hedge funds and large institutions have $6.82B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 139 increasing their positions, 156 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+41
Holders Change %
+10.88%
% of All Funds
5.57%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
139
Reduced
156
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.8M
Net Calls Change
+$1.39M

Top Buyers

1
BlackRock
BlackRock
New York
$833M
2
First Trust Advisors
First Trust Advisors
Illinois
$126M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$43.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.4M
5
Invesco
Invesco
Georgia
$239M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$282M
2
VNIM
Vaughan Nelson Investment Management
Texas
$82.3M
3
Ameriprise
Ameriprise
Minnesota
$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
5
WA
Wasatch Advisors
Utah
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
401
Valued Wealth Advisors
Utah
$3.53K – – –
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$3.3K – – –
BAM
403
Bellevue Asset Management
Washington
$3.3K – – –
BIA
404
Bell Investment Advisors
California
$2.24K +$471 +4 +27%
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$2.12K -$353 -3 -14%
SPIA
406
Steward Partners Investment Advisory
New York
$1.53K +$1.53K +13 New
CFFP
407
Center for Financial Planning
Michigan
$1.53K +$1.53K +13 New
TPCW
408
TD Private Client Wealth
New York
$1.29K +$1.29K +11 New
SIC
409
SJS Investment Consulting
Ohio
$1.18K -$589 -5 -33%
LFG
410
Larson Financial Group
Missouri
$1.18K +$235 +2 +25%
CSWM
411
Cassady Schiller Wealth Management
Ohio
$1.18K +$1.18K +10 New
AssetMark Inc
412
AssetMark Inc
California
$824 +$824 +7 New
GFPC
413
Global Financial Private Client
Florida
$471 +$471 +4 New
NS
414
NBC Securities
Alabama
$413 -$495K -3,598 -100%
FPF
415
First Pacific Financial
Washington
$354 -$3.66K -31 -91%
KBFS
416
Kohmann Bosshard Financial Services
Ohio
$353 +$353 +3 New
BIG
417
Brooklyn Investment Group
New York
$236 +$236 +2 New
PWM
418
Parkworth Wealth Management
California
$235 +$235 +2 New
GACM
419
Global Alpha Capital Management
Quebec, Canada
– -$18.3M -169,660 Closed
Impax Asset Management Group
420
Impax Asset Management Group
United Kingdom
– -$5.93M -55,000 Closed
HF
421
HRT Financial
New York
– -$3.89M -36,067 Closed
Marshall Wace
422
Marshall Wace
United Kingdom
– -$3.55M -32,875 Closed
ECM
423
ExodusPoint Capital Management
New York
– -$3.48M -32,299 Closed
IEFM
424
IQ EQ Fund Management
Ireland
– -$1.75M -16,222 Closed
Teacher Retirement System of Texas
425
Teacher Retirement System of Texas
Texas
– -$1.13M -10,488 Closed
15 16
17
18 19