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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$3.99M +$352K +3,410 +7%
WCF
102
West Coast Financial
California
$3.99M -$3.06M -29,625 -37%
Polen Capital Management
103
Polen Capital Management
Florida
$3.86M +$1.85M +17,909 +57%
KCM
104
Kennedy Capital Management
Missouri
$3.84M -$2.75M -26,623 -35%
American Century Companies
105
American Century Companies
Missouri
$3.82M -$2.04M -19,813 -29%
AG
106
Ascent Group
Virginia
$3.8M +$5.02M +48,629 New
Neuberger Berman Group
107
Neuberger Berman Group
New York
$3.7M -$1.3M -12,596 -21%
US Bancorp
108
US Bancorp
Minnesota
$3.41M -$682K -6,616 -13%
Canada Life
109
Canada Life
Manitoba, Canada
$3.29M -$531K -5,148 -11%
BMSSC
110
B. Metzler seel. Sohn & Co
Germany
$3.21M +$3.24M +31,373 +322%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.18M +$5.88K +57 +0.1%
MIM
112
MetLife Investment Management
New Jersey
$3.16M -$62.3K -604 -1%
VARA
113
Value Aligned Research Advisors
New Jersey
$3.01M +$3.97M +38,462 New
Verition Fund Management
114
Verition Fund Management
Connecticut
$2.93M +$1.23M +11,921 +47%
CAI
115
Capital Advisors Inc
Oklahoma
$2.89M
MOACM
116
Mutual of America Capital Management
New York
$2.71M -$94.4K -915 -3%
AB
117
Amalgamated Bank
New York
$2.66M -$91.7K -889 -3%
LPL Financial
118
LPL Financial
California
$2.65M -$841K -8,153 -19%
M&T Bank
119
M&T Bank
New York
$2.53M -$254K -2,461 -7%
ORI
120
Oak Ridge Investments
Illinois
$2.42M +$104K +1,009 +3%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.41M +$124K +1,200 +4%
AWP
122
Ascent Wealth Partners
New York
$2.37M +$50.2K +487 +2%
Aberdeen Group
123
Aberdeen Group
United Kingdom
$2.27M +$3.05M +29,609 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$2.74M +26,542 +1,485%
WB
125
WesBanco Bank
West Virginia
$2.15M

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.