We are live on ! Find out more

392 hedge funds and large institutions have $4.67B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 134

2.58% more ownership

Funds ownership: 75.17%77.75% (+2.6%)

2% more funds holding

Funds holding: 384392 (+8)

3% less capital invested

Capital invested by funds: $4.79B → $4.67B (-$127M)

27% less call options, than puts

Call options by funds: $13M | Put options by funds: $17.9M

Holders
392
Holders Change
+8
Holders Change %
+2.08%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
151
Reduced
134
Closed
53
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
401
West Coast Financial
California
-$3.99M -51,057 Closed
MIM
402
MetLife Investment Management
New Jersey
-$3.16M -40,396 Closed
USCWA
403
U.S. Capital Wealth Advisors
Texas
-$1.96M -25,133 Closed
T. Rowe Price Investment Management
404
T. Rowe Price Investment Management
Maryland
-$1.74M -22,314 Closed
OTPPB
405
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$996K -12,754 Closed
MWM
406
MFG Wealth Management
Indiana
-$781K -9,992 Closed
ECM
407
ExodusPoint Capital Management
New York
-$750K -9,595 Closed
PI
408
PineBridge Investments
New York
-$478K -6,112 Closed
Simplex Trading
409
Simplex Trading
Illinois
-$513K -5,856 Closed
I
410
InceptionR
California
-$435K -5,570 Closed
BCI
411
Brinker Capital Investments
Pennsylvania
-$405K -5,185 Closed
EI
412
Ethic Inc
New York
-$410K -5,184 Closed
USAA
413
United Services Automobile Association
Texas
-$348K -4,460 Closed
ET
414
Equitable Trust
Tennessee
-$327K -4,188 Closed
PFM
415
Premier Fund Managers
United Kingdom
-$319K -4,082 Closed
OAM
416
Ostrum Asset Management
France
-$284K -3,640 Closed
MCC
417
Malaga Cove Capital
California
-$284K -3,636 Closed
ACI
418
Alpha Cubed Investments
California
-$281K -3,600 Closed
BS
419
Brighton Securities
New York
-$231K -2,963 Closed
WAG
420
Wallace Advisory Group
California
-$346K -2,939 Closed
GVAG
421
Great Valley Advisor Group
Delaware
-$224K -2,862 Closed
PCIA
422
Prime Capital Investment Advisors
Kansas
-$218K -2,794 Closed
FFA
423
Florida Financial Advisors
Florida
-$215K -2,745 Closed
JSW
424
Journey Strategic Wealth
New Jersey
-$213K -2,726 Closed
DWM
425
Diversify Wealth Management
Utah
-$242K -2,716 Closed

AAON Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2025, worth a combined $4.67B — down 2.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AAON positions and 53 closed out — a net gain of 12 holders — while 151 added to existing stakes and 134 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 392 institutional investors held Aaon (AAON) as of Q2 2025, up from 384 in Q1 2025.
  • Funds reported $4.67B of Aaon stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q2 2025 and 53 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q2 2025 was Champlain Investment Partners, an estimated $104M added.
  • The largest Aaon seller in Q2 2025 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.