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Aaon
AAON

Overview Fund Activity

379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% 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
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
426
GTS Securities
New York
– -$408K -3,464 Closed
VCM
427
Voleon Capital Management
California
– -$406K -3,450 Closed
BA
428
Bridgewater Associates
Connecticut
– -$385K -3,268 Closed
CCA
429
Cottonwood Capital Advisors
Utah
– -$349K -2,968 Closed
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
– -$338K -2,876 Closed
SRL
431
Scientech Research LLC
New Jersey
– -$338K -2,871 Closed
CL
432
Choreo LLC
Illinois
– -$337K -2,813 Closed
ET
433
Entropy Technologies
New York
– -$327K -2,776 Closed
MBTD
434
Mechanics Bank - Trust Department
California
– -$325K -2,764 Closed
Wolverine Trading
435
Wolverine Trading
Illinois
– -$319K -2,663 Closed
Cerity Partners
436
Cerity Partners
New York
– -$304K -2,662 Closed
CCM
437
Conway Capital Management
California
– -$306K -2,602 Closed
SCM
438
Shelton Capital Management
Colorado
– -$299K -2,537 Closed
CIBC Asset Management
439
CIBC Asset Management
Ontario, Canada
– -$289K -2,454 Closed
CWM
440
Congress Wealth Management
Massachusetts
– -$289K -2,453 Closed
CAM
441
Congress Asset Management
Massachusetts
– -$289K -2,453 Closed
AWM
442
Avior Wealth Management
Nebraska
– -$284K -2,416 Closed
OTL
443
Oak Thistle LLC
New York
– -$284K -2,410 Closed
KWM
444
Keebeck Wealth Management
Illinois
– -$277K -2,357 Closed
GCM
445
Gibraltar Capital Management
Oklahoma
– -$267K -2,272 Closed
WMA
446
West Michigan Advisors
Michigan
– -$261K -2,221 Closed
CFO
447
Callan Family Office
Pennsylvania
– -$259K -2,201 Closed
FTWA
448
Fifth Third Wealth Advisors
Ohio
– -$255K -2,169 Closed
EIP
449
Ellis Investment Partners
Pennsylvania
– -$251K -2,134 Closed
SVWAG
450
Sound View Wealth Advisors Group
Georgia
– -$250K -2,128 Closed
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