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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
426
Cynosure Group
Utah
-$440K -5,770 Closed
EGM
427
Engineers Gate Manager
New York
-$389K -5,102 Closed
EWM
428
Empirical Wealth Management
Washington
-$307K -4,024 Closed
PWG
429
Portside Wealth Group
Utah
-$306K -4,008 Closed
HT
430
Headlands Technologies
Illinois
-$301K -3,944 Closed
IFA
431
Index Fund Advisors
California
-$281K -3,684 Closed
KAS
432
Kestra Advisory Services
Texas
-$268K -3,511 Closed
TVPW
433
Third View Private Wealth
Connecticut
-$234K -3,069 Closed
AC
434
AXQ Capital
New Jersey
-$233K -3,052 Closed
AAP
435
Ardsley Advisory Partners
Connecticut
-$229K -3,000 Closed
MFS
436
Mirabella Financial Services
United Kingdom
-$223K -2,925 Closed
BS
437
Brighton Securities
New York
-$220K -2,881 Closed
Two Sigma Advisers
438
Two Sigma Advisers
New York
-$206K -2,700 Closed
TCOO
439
Trust Company of Oklahoma
Oklahoma
-$205K -2,692 Closed
BFM
440
Brooklands Fund Management
United Kingdom
-$136K -1,500 Closed
WC
441
Wexford Capital
Florida
-$97.8K -1,283 Closed
WW
442
Winnow Wealth
Texas
-$76.8K -998 Closed
DB
443
Danske Bank
Denmark
-$38.1K -500 Closed
CIAS
444
CBIZ Investment Advisory Services
Ohio
-$25K -328 Closed
HCM
445
Hollencrest Capital Management
California
-$22.9K -300 Closed
ACM
446
Aster Capital Management
United Arab Emirates
-$13.6K -178 Closed
Twin Tree Management
447
Twin Tree Management
Texas
-$10.3K -135 Closed
HC
448
Hurley Capital
New York
-$5.75K -75 Closed
BAM
449
Bellevue Asset Management
Washington
-$4.35K -57 Closed
FMP
450
Financial Management Professionals
Texas
-$3.81K -50 Closed