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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
RIM
51
Ranger Investment Management
Texas
$21.3M -$14.8M -162,926 -39%
Wells Fargo
52
Wells Fargo
California
$20.9M -$1.92M -21,110 -8%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$20.7M -$6.98M -76,819 -24%
WCM Investment Management
54
WCM Investment Management
California
$20M -$852K -9,377 -4%
Goldman Sachs
55
Goldman Sachs
New York
$19.8M +$6.71M +73,840 +45%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$19.6M -$15.2M -167,802 -41%
SPPAM
57
Summit Partners Public Asset Management
Massachusetts
$18.6M +$20.4M +225,000 New
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$17.9M +$159K +1,746 +0.8%
Swedbank
59
Swedbank
Sweden
$17.9M -$8.09M -89,000 -29%
UBS AM
60
UBS AM
Illinois
$17.5M +$612K +6,735 +3%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$17.5M +$18.8M +206,721 +4,499%
EAM
62
EULAV Asset Management
Florida
$17.3M
NAMI
63
Nomura Asset Management International
Pennsylvania
$16.9M +$15.3M +168,526 +466%
GC
64
Giverny Capital
Quebec, Canada
$16.7M +$18.3M +201,832 New
N
65
Nuveen
North Carolina
$15.9M +$670K +7,371 +4%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$15.8M +$367K +4,039 +2%
AI
67
Aperture Investors
New York
$15.1M -$7.07M -77,800 -30%
SAM
68
Silvercrest Asset Management
New York
$14M -$1.58M -17,372 -9%
FWCM
69
Ferguson Wellman Capital Management
Oregon
$13.7M -$486K -5,345 -3%
AIA
70
Allied Investment Advisors
Montana
$13.2M +$498K +5,478 +4%
KCM
71
Kennedy Capital Management
Missouri
$13.2M -$1.44M -15,807 -9%
Ensign Peak Advisors
72
Ensign Peak Advisors
Utah
$13.1M +$2.42M +26,650 +20%
JSA
73
Jacobson & Schmitt Advisors
Wisconsin
$12.9M +$14.2M +155,986 New
TI
74
Tidal Investments
Wisconsin
$12.6M -$6.42M -70,639 -32%
Principal Financial Group
75
Principal Financial Group
Iowa
$12.6M +$659K +7,254 +5%