We are live on ! Find out more

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
4.86%
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
Northern Trust
26
Northern Trust
Illinois
$57.3M -$1.02M -11,071 -1%
BAMCO Inc
27
BAMCO Inc
New York
$56.3M +$1.03M +11,109 +2%
Charles Schwab
28
Charles Schwab
California
$53.2M +$327K +3,537 +0.5%
BF
29
BOK Financial
Oklahoma
$52M +$14.8K +160 +0%
SIMG
30
Stephens Investment Management Group
Texas
$48.5M +$5.29M +57,281 +10%
Capital World Investors
31
Capital World Investors
California
$44.3M +$4.75M +51,428 +10%
Federated Hermes
32
Federated Hermes
Pennsylvania
$41.8M +$4.85M +52,517 +11%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$41.8M -$3.03M -32,851 -6%
PM
34
Pembroke Management
Quebec, Canada
$41.7M -$548K -5,934 -1%
Norges Bank
35
Norges Bank
Norway
$41.6M +$50.4M +545,368 New
CVA
36
Ceredex Value Advisors
Florida
$40.4M +$15.3M +166,100 +46%
RA
37
Royce & Associates
New York
$35.6M +$3.78M +40,892 +10%
UBS Group
38
UBS Group
Switzerland
$35.2M -$9.52M -103,060 -18%
SEI Investments
39
SEI Investments
Pennsylvania
$34.8M -$3.52M -38,154 -8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$34.6M -$1.62M -17,493 -4%
Amundi
41
Amundi
France
$33.5M +$26.6M +288,393 +191%
Bank of America
42
Bank of America
North Carolina
$32.7M +$3.04M +32,883 +8%
RIM
43
Ranger Investment Management
Texas
$32.1M -$118K -1,279 -0.3%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$30.9M +$4.19M +45,336 +13%
Citadel Advisors
45
Citadel Advisors
Florida
$29.9M +$34.4M +372,841 +1,954%
RP
46
Riverbridge Partners
Minnesota
$27M +$12M +130,186 +58%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.7M -$27M -292,092 -46%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$24.9M +$5.94M +64,314 +25%
Swedbank
49
Swedbank
Sweden
$23.3M -$1.85M -20,000 -6%
Raymond James Financial
50
Raymond James Financial
Florida
$21.4M +$2.48M +26,834 +11%