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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
426
TownSquare Capital
Utah
-$393K -4,207 Closed
AWAU
427
Alliance Wealth Advisors (Utah)
Utah
-$330K -3,529 Closed
IWC
428
Integrated Wealth Concepts
Massachusetts
-$329K -3,518 Closed
Baird Financial Group
429
Baird Financial Group
Wisconsin
-$328K -3,510 Closed
VCA
430
Verdence Capital Advisors
Maryland
-$339K -3,226 Closed
PEAK6
431
PEAK6
Illinois
-$285K -3,048 Closed
MIM
432
Marco Investment Management
Georgia
-$244K -2,609 Closed
JSW
433
Journey Strategic Wealth
New Jersey
-$237K -2,540 Closed
CIBC Asset Management
434
CIBC Asset Management
Ontario, Canada
-$234K -2,506 Closed
IP
435
Intellectus Partners
California
-$229K -2,451 Closed
RCM
436
Requisite Capital Management
Texas
-$226K -2,421 Closed
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
-$219K -2,393 Closed
SCM
438
Shelton Capital Management
Colorado
-$224K -2,393 Closed
PCIA
439
Prime Capital Investment Advisors
Kansas
-$223K -2,388 Closed
SI
440
Stephens Inc
Arkansas
-$223K -2,383 Closed
HSBC Holdings
441
HSBC Holdings
United Kingdom
-$219K -2,341 Closed
Commonwealth Equity Services
442
Commonwealth Equity Services
Massachusetts
-$210K -2,253 Closed
GVAG
443
Great Valley Advisor Group
Delaware
-$211K -2,253 Closed
IFU
444
iSAM Funds (UK)
United Kingdom
-$198K -2,119 Closed
GSWM
445
Golden State Wealth Management
California
-$107K -1,150 Closed
CI Investments Inc
446
CI Investments Inc
Ontario, Canada
-$102K -1,087 Closed
AAS
447
Ameritas Advisory Services
Nebraska
-$91.1K -975 Closed
PPA
448
Painted Porch Advisors
California
-$26K -278 Closed
PS
449
Principal Securities
Iowa
-$23.5K -251 Closed
MG
450
Mather Group
Illinois
-$19.2K -206 Closed