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402 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
26
BAMCO Inc
New York
$67.9M +$59.5M +726,907 New
Charles Schwab
27
Charles Schwab
California
$64.8M +$1.31M +15,987 +2%
BF
28
BOK Financial
Oklahoma
$63.7M -$11.7K -143 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$58.8M +$481K +5,868 +0.9%
SIMG
30
Stephens Investment Management Group
Texas
$54.1M -$2.32M -28,383 -5%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$53.8M +$9.07M +110,715 +25%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$53.1M +$19M +232,347 +69%
UBS Group
33
UBS Group
Switzerland
$52.7M +$20.3M +248,011 +78%
PM
34
Pembroke Management
Quebec, Canada
$51.7M +$10.1M +122,937 +29%
Capital World Investors
35
Capital World Investors
California
$49.5M +$43.4M +529,346 New
VARA
36
Value Aligned Research Advisors
New Jersey
$49.3M +$15.8M +193,376 +58%
CET
37
Clean Energy Transition
United Kingdom
$48M +$42.1M +513,442 New
Federated Hermes
38
Federated Hermes
Pennsylvania
$46.3M +$11.8M +143,734 +41%
SEI Investments
39
SEI Investments
Pennsylvania
$46.2M +$11M +134,580 +37%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$44M -$2.32M -28,327 -6%
Alyeska Investment Group
41
Alyeska Investment Group
Illinois
$41.3M +$36.2M +442,345 New
RA
42
Royce & Associates
New York
$39.9M +$1.55M +18,895 +5%
RIM
43
Ranger Investment Management
Texas
$39.4M -$1.01M -12,345 -3%
Bank of America
44
Bank of America
North Carolina
$37M +$10.3M +125,176 +46%
CVA
45
Ceredex Value Advisors
Florida
$34M +$29.8M +363,650 New
VOYA Investment Management
46
VOYA Investment Management
Georgia
$33.6M -$13.5M -164,989 -31%
AI
47
Aperture Investors
New York
$31.3M +$48.2K +589 +0.2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$30.7M +$3.01M +36,721 +13%
Swedbank
49
Swedbank
Sweden
$30.4M +$8.93M +109,000 +50%
Wells Fargo
50
Wells Fargo
California
$28.4M +$5.77M +70,410 +30%

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.