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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 %
PA
451
PFW Advisors
Georgia
– -$250K -2,124 Closed
HR
452
Hardy Reed
Mississippi
– -$243K -2,067 Closed
HIP
453
HUB Investment Partners
Texas
– -$237K -2,016 Closed
HSBC Holdings
454
HSBC Holdings
United Kingdom
– -$232K -1,970 Closed
IP
455
Intellectus Partners
California
– -$222K -1,883 Closed
BTWM
456
Baker Tilly Wealth Management
Wisconsin
– -$216K -1,836 Closed
TWM
457
Tradition Wealth Management
Minnesota
– -$213K -1,808 Closed
VCA
458
Verdence Capital Advisors
Maryland
– -$209K -1,776 Closed
CL
459
COWA LLC
Oklahoma
– -$208K -1,769 Closed
FFM
460
Forum Financial Management
Illinois
– -$202K -1,715 Closed
Mercer Global Advisors
461
Mercer Global Advisors
Colorado
– -$202K -1,715 Closed
ETC
462
Exchange Traded Concepts
Oklahoma
– -$147K -1,252 Closed
CA
463
Commerzbank Aktiengesellschaft
Germany
– -$436K -1,217 Closed
AIC
464
Archer Investment Corporation
Indiana
– -$127K -1,075 Closed
OC
465
Oarsman Capital
Wisconsin
– -$86.8K -738 Closed
HI
466
Harbour Investments
Wisconsin
– -$83.1K -706 Closed
CIAM
467
Caitong International Asset Management
Hong Kong
– -$64.7K -550 Closed
EF
468
Empowered Funds
Pennsylvania
– -$42.4K -360 Closed
QL
469
Quarry LP
New York
– -$36.8K -313 Closed
Twin Tree Management
470
Twin Tree Management
Texas
– -$33.4K -284 Closed
Fuller & Thaler Asset Management
471
Fuller & Thaler Asset Management
California
– -$13.5K -115 Closed
GM
472
GeoWealth Management
Illinois
– -$10.6K -90 Closed
VWM
473
Venturi Wealth Management
Texas
– -$6.24K -53 Closed
MAM
474
Meeder Asset Management
Ohio
– -$5.77K -49 Closed
CFB
475
Cullen/Frost Bankers
Texas
– -$5.65K -48 Closed
16 17 18
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