AAON icon

Aaon
AAON

Overview Fund Activity

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
Holders
379
Holders Change
-39
Holders Change %
-9.33%
% 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
66
Increased
136
Reduced
126
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M

Top Buyers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$94.3M
2
William Blair & Company
William Blair & Company
Illinois
+$78.7M
3
Morgan Stanley
Morgan Stanley
New York
+$48.8M
4
SCM
Spyglass Capital Management
California
+$48.5M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$44.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$77.8M
2
BlackRock
BlackRock
New York
-$55.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$51.8M
4
DCM
Driehaus Capital Management
Illinois
-$46M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
Cresset Asset Management
Illinois
$949K +$12.3K +157 +1%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$942K -$238K -3,042 -20%
NG
178
Norden Group
Utah
$937K -$408K -5,219 -30%
PPW
179
Parcion Private Wealth
Washington
$895K -$115K -1,470 -11%
YIH
180
Y-Intercept (HK)
Hong Kong
$884K -$396K -5,073 -31%
PWG
181
Portside Wealth Group
Utah
$860K -$290K -3,713 -25%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$850K -$198K -2,530 -19%
GT
183
Glenmede Trust
Pennsylvania
$819K +$31.1K +398 +4%
SG Americas Securities
184
SG Americas Securities
New York
$812K -$1.12M -14,275 -58%
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$789K +$789K +10,099 New
Cetera Investment Advisers
186
Cetera Investment Advisers
Illinois
$788K +$87.3K +1,117 +12%
MWM
187
MFG Wealth Management
Indiana
$781K -$448K -5,731 -36%
IWC
188
Integrated Wealth Concepts
Massachusetts
$777K -$281K -3,594 -27%
VPIM
189
Vanguard Personalized Indexing Management
California
$770K -$13.3K -170 -2%
Corient Private Wealth
190
Corient Private Wealth
Florida
$766K +$63.5K +813 +9%
ECM
191
ExodusPoint Capital Management
New York
$750K +$750K +9,595 New
GWM
192
Gitterman Wealth Management
New Jersey
$745K +$119K +1,529 +19%
VRS
193
Virginia Retirement Systems
Virginia
$742K +$742K +9,500 New
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$735K -$51.6K -660 -7%
NAS
195
Nicolet Advisory Services
Wisconsin
$730K +$53.7K +668 +8%
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$721K +$721K +9,234 New
LWAM
197
Legacy Wealth Asset Management
Minnesota
$719K -$84.2K -1,078 -10%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$697K -$195K -2,499 -22%
NG
199
Northstar Group
New York
$664K -$39.1K -500 -6%
II
200
Inspire Investing
Idaho
$656K +$220K +2,817 +51%
6 7
8
9 10