We are live on ! Find out more

384 hedge funds and large institutions have $4.79B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 71.35%75.17% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

9% less funds holding

Funds holding: 422384 (-38)

30% less capital invested

Capital invested by funds: $6.83B → $4.79B (-$2.04B)

35% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
384
Holders Change
-38
Holders Change %
-9%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
139
Reduced
129
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
426
ALPS Advisors
Colorado
-$439K -3,734 Closed
WCA
427
Waratah Capital Advisors
Ontario, Canada
-$434K -3,690 Closed
CRI
428
Colonial River Investments
Virginia
-$425K -3,613 Closed
AWM
429
Axxcess Wealth Management
California
-$423K -3,593 Closed
GS
430
GTS Securities
New York
-$408K -3,464 Closed
VCM
431
Voleon Capital Management
California
-$406K -3,450 Closed
BA
432
Bridgewater Associates
Connecticut
-$385K -3,268 Closed
CCA
433
Cottonwood Capital Advisors
Utah
-$349K -2,968 Closed
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
-$338K -2,876 Closed
SRL
435
Scientech Research LLC
New Jersey
-$338K -2,871 Closed
CL
436
Choreo LLC
Illinois
-$337K -2,813 Closed
ET
437
Entropy Technologies
New York
-$327K -2,776 Closed
MBTD
438
Mechanics Bank - Trust Department
California
-$325K -2,764 Closed
Wolverine Trading
439
Wolverine Trading
Illinois
-$319K -2,663 Closed
Cerity Partners
440
Cerity Partners
New York
-$304K -2,662 Closed
CCM
441
Conway Capital Management
California
-$306K -2,602 Closed
SCM
442
Shelton Capital Management
Colorado
-$299K -2,537 Closed
CIBC Asset Management
443
CIBC Asset Management
Ontario, Canada
-$289K -2,454 Closed
CAM
444
Congress Asset Management
Massachusetts
-$289K -2,453 Closed
CWM
445
Congress Wealth Management
Massachusetts
-$289K -2,453 Closed
AWM
446
Avior Wealth Management
Nebraska
-$284K -2,416 Closed
OTL
447
Oak Thistle LLC
New York
-$284K -2,410 Closed
KWM
448
Keebeck Wealth Management
Illinois
-$277K -2,357 Closed
GCM
449
Gibraltar Capital Management
Oklahoma
-$267K -2,272 Closed
WMA
450
West Michigan Advisors
Michigan
-$261K -2,221 Closed

AAON Hedge Fund Activity: Q1 2025 in Review

384 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2025, worth a combined $4.79B — down 30% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AAON and 65 opened new positions — a net loss of 35 holders — while 129 trimmed existing stakes and 139 added.

The largest buyer was Pictet Asset Management, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $103M.

  • 384 institutional investors held Aaon (AAON) as of Q1 2025, down from 422 in Q4 2024.
  • Funds reported $4.79B of Aaon stock for Q1 2025, down 30% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q1 2025 and 100 closed out, a net change of -35 holders.
  • The largest Aaon buyer in Q1 2025 was Pictet Asset Management, an estimated $124M added.
  • The largest Aaon seller in Q1 2025 was Invesco, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.