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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$18.2M +$4.61M +44,676 +24%
UBS AM
52
UBS AM
Illinois
$18.2M +$1.29M +12,489 +6%
Wells Fargo
53
Wells Fargo
California
$16.7M -$7.86M -76,205 -26%
EAM
54
EULAV Asset Management
Florida
$16.3M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$15.4M -$120K -1,168 -0.6%
WCM Investment Management
56
WCM Investment Management
California
$15.3M +$20.3M +196,456 New
Comerica Bank
57
Comerica Bank
Texas
$14.4M -$8.86M -85,938 -32%
Victory Capital Management
58
Victory Capital Management
Texas
$14.3M -$4.42M -42,836 -19%
RA
59
Royce & Associates
New York
$14M +$18.5M +179,175 New
Barclays
60
Barclays
United Kingdom
$12.7M +$5.03M +48,755 +43%
TI
61
Tidal Investments
Wisconsin
$12.3M +$1.75M +17,000 +12%
Principal Financial Group
62
Principal Financial Group
Iowa
$12.2M -$49.3K -478 -0.3%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$11.7M +$8.83M +85,605 +133%
Swiss National Bank
64
Swiss National Bank
Switzerland
$10.5M -$155K -1,500 -1%
Citadel Advisors
65
Citadel Advisors
Florida
$10.4M +$7.5M +72,760 +120%
Legal & General Group
66
Legal & General Group
United Kingdom
$10.3M +$265K +2,572 +2%
Swedbank
67
Swedbank
Sweden
$10.1M -$1.24M -12,000 -9%
Capstone Investment Advisors
68
Capstone Investment Advisors
New York
$9.77M +$12.9M +125,000 New
NCGI
69
Next Century Growth Investors
Minnesota
$9.72M -$2.59M -25,077 -17%
PCM
70
Peregrine Capital Management
Minnesota
$9.71M +$5.35M +51,857 +72%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$9.34M +$391K +3,787 +3%
AIA
72
Allied Investment Advisors
Montana
$9.02M -$884K -8,572 -7%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$8.57M -$2.77M -26,899 -20%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$8.49M -$525K -5,095 -4%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$8.39M +$6.02M +58,406 +119%

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.