379 hedge funds and large institutions have $4.75B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 136 increasing their positions, 126 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

34% less first-time investments, than exits

New positions opened: 66 | 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
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$4.93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
101
West Coast Financial
California
$3.99M
Polen Capital Management
102
Polen Capital Management
Florida
$3.86M
KCM
103
Kennedy Capital Management
Missouri
$3.84M
American Century Companies
104
American Century Companies
Missouri
$3.82M
AG
105
Ascent Group
Virginia
$3.8M
Neuberger Berman Group
106
Neuberger Berman Group
New York
$3.7M
US Bancorp
107
US Bancorp
Minnesota
$3.41M
TPSF
108
Texas Permanent School Fund
Texas
$3.41M
Canada Life
109
Canada Life
Manitoba, Canada
$3.29M
BMSSC
110
B. Metzler seel. Sohn & Co
Germany
$3.21M
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.18M
MIM
112
MetLife Investment Management
New Jersey
$3.16M
VARA
113
Value Aligned Research Advisors
New Jersey
$3.01M
Verition Fund Management
114
Verition Fund Management
Connecticut
$2.93M
CAI
115
Capital Advisors Inc
Oklahoma
$2.89M
MOACM
116
Mutual of America Capital Management
New York
$2.71M
AB
117
Amalgamated Bank
New York
$2.66M
LPL Financial
118
LPL Financial
California
$2.65M
M&T Bank
119
M&T Bank
New York
$2.53M
ORI
120
Oak Ridge Investments
Illinois
$2.42M
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.41M
AWP
122
Ascent Wealth Partners
New York
$2.37M
Aberdeen Group
123
Aberdeen Group
United Kingdom
$2.27M
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$2.21M
WB
125
WesBanco Bank
West Virginia
$2.15M