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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
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$989K +$44.2K +429 +4%
HighTower Advisors
177
HighTower Advisors
Illinois
$968K -$96.3K -934 -7%
CAM
178
Cresset Asset Management
Illinois
$949K +$16.2K +157 +1%
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$942K -$314K -3,042 -20%
NG
180
Norden Group
Utah
$937K -$538K -5,219 -30%
PPW
181
Parcion Private Wealth
Washington
$895K -$152K -1,470 -11%
YIH
182
Y-Intercept (HK)
Hong Kong
$884K -$523K -5,073 -31%
PWG
183
Portside Wealth Group
Utah
$860K -$383K -3,713 -25%
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$850K -$261K -2,530 -19%
GT
185
Glenmede Trust
Pennsylvania
$819K +$41K +398 +4%
SG Americas Securities
186
SG Americas Securities
New York
$812K -$1.47M -14,275 -58%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$789K +$1.04M +10,099 New
Cetera Investment Advisers
188
Cetera Investment Advisers
Illinois
$788K +$115K +1,117 +12%
MWM
189
MFG Wealth Management
Indiana
$781K -$591K -5,731 -36%
IWC
190
Integrated Wealth Concepts
Massachusetts
$777K -$371K -3,594 -27%
VPIM
191
Vanguard Personalized Indexing Management
California
$770K -$17.5K -170 -2%
Corient Private Wealth
192
Corient Private Wealth
Florida
$766K +$83.8K +813 +9%
ECM
193
ExodusPoint Capital Management
New York
$750K +$990K +9,595 New
GWM
194
Gitterman Wealth Management
New Jersey
$745K +$158K +1,529 +19%
VRS
195
Virginia Retirement Systems
Virginia
$742K +$980K +9,500 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$735K -$68.1K -660 -7%
NAS
197
Nicolet Advisory Services
Wisconsin
$730K +$68.9K +668 +8%
Kovitz Investment Group Partners
198
Kovitz Investment Group Partners
Illinois
$721K +$952K +9,234 New
LWAM
199
Legacy Wealth Asset Management
Minnesota
$719K -$111K -1,078 -10%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$697K -$258K -2,499 -22%

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.