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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
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
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
401
LGT Financial Advisors
Texas
$4.12K
RI
402
Ridgewood Investments
New Jersey
$4K
AS
403
Altshuler Shaham
Israel
$3.65K +$3.8K +31 New
AP
404
Aspect Partners
Virginia
$3.55K
VWA
405
Valued Wealth Advisors
Utah
$3.53K
BAM
406
Bellevue Asset Management
Washington
$3.29K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$3.29K
BIA
408
Bell Investment Advisors
California
$2.24K +$490 +4 +27%
DPW
409
DiNuzzo Private Wealth
Pennsylvania
$2.12K -$368 -3 -14%
CFFP
410
Center for Financial Planning
Michigan
$1.53K +$1.59K +13 New
SPIA
411
Steward Partners Investment Advisory
New York
$1.53K +$1.59K +13 New
TPCW
412
TD Private Client Wealth
New York
$1.29K +$1.35K +11 New
SIC
413
SJS Investment Consulting
Ohio
$1.18K -$613 -5 -33%
LFG
414
Larson Financial Group
Missouri
$1.18K +$245 +2 +25%
CSWM
415
Cassady Schiller Wealth Management
Ohio
$1.18K +$1.23K +10 New
AssetMark Inc
416
AssetMark Inc
California
$824 +$858 +7 New
GFPC
417
Global Financial Private Client
Florida
$471 +$490 +4 New
NS
418
NBC Securities
Alabama
$413 -$441K -3,598 -100%
FPF
419
First Pacific Financial
Washington
$354 -$3.8K -31 -91%
KBFS
420
Kohmann Bosshard Financial Services
Ohio
$353 +$368 +3 New
BIG
421
Brooklyn Investment Group
New York
$236 +$245 +2 New
PWM
422
Parkworth Wealth Management
California
$235 +$245 +2 New
GACM
423
Global Alpha Capital Management
Quebec, Canada
-$18.3M -169,660 Closed
Impax Asset Management Group
424
Impax Asset Management Group
United Kingdom
-$5.93M -55,000 Closed
HF
425
HRT Financial
New York
-$3.89M -36,067 Closed

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.