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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
CFO
451
Callan Family Office
Pennsylvania
-$259K -2,201 Closed
FTWA
452
Fifth Third Wealth Advisors
Ohio
-$255K -2,169 Closed
EIP
453
Ellis Investment Partners
Pennsylvania
-$251K -2,134 Closed
SVWAG
454
Sound View Wealth Advisors Group
Georgia
-$250K -2,128 Closed
PA
455
PFW Advisors
Georgia
-$250K -2,124 Closed
HR
456
Hardy Reed
Mississippi
-$243K -2,067 Closed
HIP
457
HUB Investment Partners
Texas
-$237K -2,016 Closed
HSBC Holdings
458
HSBC Holdings
United Kingdom
-$232K -1,970 Closed
IP
459
Intellectus Partners
California
-$222K -1,883 Closed
BTWM
460
Baker Tilly Wealth Management
Wisconsin
-$216K -1,836 Closed
TWM
461
Tradition Wealth Management
Minnesota
-$213K -1,808 Closed
VCA
462
Verdence Capital Advisors
Maryland
-$209K -1,776 Closed
CL
463
COWA LLC
Oklahoma
-$208K -1,769 Closed
FFM
464
Forum Financial Management
Illinois
-$202K -1,715 Closed
Mercer Global Advisors
465
Mercer Global Advisors
Colorado
-$202K -1,715 Closed
ETC
466
Exchange Traded Concepts
Oklahoma
-$147K -1,252 Closed
CA
467
Commerzbank Aktiengesellschaft
Germany
-$436K -1,217 Closed
AIC
468
Archer Investment Corporation
Indiana
-$127K -1,075 Closed
OC
469
Oarsman Capital
Wisconsin
-$86.8K -738 Closed
HI
470
Harbour Investments
Wisconsin
-$83.1K -706 Closed
CIAM
471
Caitong International Asset Management
Hong Kong
-$64.7K -550 Closed
EF
472
Empowered Funds
Pennsylvania
-$42.4K -360 Closed
QL
473
Quarry LP
New York
-$36.8K -313 Closed
Twin Tree Management
474
Twin Tree Management
Texas
-$33.4K -284 Closed
TAM
475
Tucker Asset Management
Colorado
-$18.7K -159 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.