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Aaon
AAON

Overview Fund Activity

387 hedge funds and large institutions have $4.66B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
5.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
66
Increased
147
Reduced
133
Closed
51
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
$87.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$57.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$43.9M
4
Capital International Investors
Capital International Investors
California
$71.9M
5
VARA
Value Aligned Research Advisors
New Jersey
$24.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$106M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.8M
4
Invesco
Invesco
Georgia
$41.8M
5
Macquarie Group
Macquarie Group
Australia
$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$705K +$690K +9,364 +4,706%
GWM
202
Gitterman Wealth Management
New Jersey
$702K -$738 -10 -0.1%
CT
203
Chicago Trust
Illinois
$701K +$387K +5,250 +123%
QCG
204
Quadrant Capital Group
Ohio
$697K +$160K +2,166 +30%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$687K -$202K -2,737 -23%
IWC
206
Integrated Wealth Concepts
Massachusetts
$683K -$50.2K -681 -7%
LWAM
207
Legacy Wealth Asset Management
Minnesota
$679K +$516 +7 +0.1%
LCM
208
LRT Capital Management
Texas
$677K +$677K +9,185 New
CCA
209
Covey Capital Advisors
Georgia
$676K +$676K +9,170 New
TC
210
TownSquare Capital
Utah
$672K -$5.72M -77,603 -89%
II
211
Inspire Investing
Idaho
$671K +$52.4K +710 +8%
VPIM
212
Vanguard Personalized Indexing Management
California
$648K -$81.2K -1,098 -11%
Mariner
213
Mariner
Kansas
$641K -$348K -4,717 -35%
Prudential Financial
214
Prudential Financial
New Jersey
$633K +$142K +1,253 +29%
AI
215
Atria Investments
North Carolina
$605K +$131K +1,774 +28%
NG
216
Northstar Group
New York
$605K -$22.1K -300 -4%
Amundi
217
Amundi
France
$595K -$28.7K -381 -5%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$589K – – –
LWCA
219
Locust Wood Capital Advisers
New York
$561K +$561K +7,610 New
CCA
220
Cadent Capital Advisors
Oklahoma
$560K – – –
SOADOR
221
State of Alaska Department of Revenue
Alaska
$559K -$24K -325 -4%
SC
222
Savant Capital
Illinois
$558K +$4.65K +63 +0.8%
QCM
223
Quantinno Capital Management
New York
$555K -$38.4K -521 -6%
Osaic Holdings
224
Osaic Holdings
Arizona
$547K -$85.4K -755 -14%
VRS
225
Virginia Retirement Systems
Virginia
$531K -$170K -2,300 -24%
7 8
9
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