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
CAM
176
Cresset Asset Management
Illinois
$949K
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$942K
NG
178
Norden Group
Utah
$937K
PPW
179
Parcion Private Wealth
Washington
$895K
YIH
180
Y-Intercept (HK)
Hong Kong
$884K
PWG
181
Portside Wealth Group
Utah
$860K
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$850K
GT
183
Glenmede Trust
Pennsylvania
$819K
SG Americas Securities
184
SG Americas Securities
New York
$812K
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$789K
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$788K
MWM
187
MFG Wealth Management
Indiana
$781K
IWC
188
Integrated Wealth Concepts
Massachusetts
$777K
VPIM
189
Vanguard Personalized Indexing Management
California
$770K
Corient Private Wealth
190
Corient Private Wealth
Florida
$766K
ECM
191
ExodusPoint Capital Management
New York
$750K
GWM
192
Gitterman Wealth Management
New Jersey
$745K
VRS
193
Virginia Retirement Systems
Virginia
$742K
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$735K
NAS
195
Nicolet Advisory Services
Wisconsin
$730K
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$721K
LWAM
197
Legacy Wealth Asset Management
Minnesota
$719K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$697K
NG
199
Northstar Group
New York
$664K
II
200
Inspire Investing
Idaho
$656K