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400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$60.9M -$48.6M -534,844 -42%
Charles Schwab
27
Charles Schwab
California
$60.3M +$2.92M +32,081 +5%
BF
28
BOK Financial
Oklahoma
$56.4M -$7.27K -80 -0%
Brown Advisory
29
Brown Advisory
Maryland
$55.7M -$10.2M -112,292 -14%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$55.5M -$18.9M -208,255 -24%
SIMG
31
Stephens Investment Management Group
Texas
$52.5M -$198K -2,182 -0.3%
Federated Hermes
32
Federated Hermes
Pennsylvania
$39.5M -$6.44M -70,921 -13%
RA
33
Royce & Associates
New York
$39.1M +$453K +4,986 +1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$36.6M -$978K -10,764 -2%
VFT
35
Vanguard Fiduciary Trust
Pennsylvania
$35.7M +$39.2M +431,869 New
PM
36
Pembroke Management
Quebec, Canada
$35.6M -$10.6M -117,126 -21%
SEI Investments
37
SEI Investments
Pennsylvania
$34.6M -$3.5M -38,535 -8%
Amundi
38
Amundi
France
$33.3M -$3.41M -37,507 -9%
UBS Group
39
UBS Group
Switzerland
$33.2M -$5.48M -60,256 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.3M +$4.78M +52,659 +16%
Citadel Advisors
41
Citadel Advisors
Florida
$31.1M -$1.5M -16,551 -4%
Bank of America
42
Bank of America
North Carolina
$29.2M -$6.96M -76,633 -18%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$26.8M +$4.99M +54,867 +20%
SM
44
Senvest Management
New York
$25.7M +$11M +121,200 +64%
RP
45
Riverbridge Partners
Minnesota
$25M -$4.73M -52,001 -15%
FGP
46
Freestone Grove Partners
California
$24.2M +$26.2M +288,296 +8,008%
ACH
47
ArrowMark Colorado Holdings
Colorado
$23.2M +$6.69M +73,628 +36%
Two Sigma Investments
48
Two Sigma Investments
New York
$23.2M +$23.4M +257,457 +1,141%
ACM
49
American Capital Management
New York
$22.9M +$468K +5,147 +2%
Raymond James Financial
50
Raymond James Financial
Florida
$21.7M -$1.04M -11,432 -4%