393 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 125 increasing their positions, 152 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $6.8B → $5.61B (-$1.19B)

18% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 152

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$4.25M
Net Calls
Net Calls Change

Top Buyers

1 +$194M
2 +$112M
3 +$45M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.4M
5
Amundi
Amundi
France
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
201
Vancity Investment Management
British Columbia, Canada
$775K
VRS
202
Virginia Retirement Systems
Virginia
$774K
GRP
203
Global Retirement Partners
California
$765K
PWM
204
Perigon Wealth Management
California
$746K
NAS
205
Nicolet Advisory Services
Wisconsin
$726K
AQR Capital Management
206
AQR Capital Management
Connecticut
$690K
VPIM
207
Vanguard Personalized Indexing Management
California
$666K
TCM
208
Tributary Capital Management
Nebraska
$659K
BCM
209
Boreal Capital Management
Florida
$643K
CT
210
Chicago Trust
Illinois
$630K
NG
211
Northstar Group
New York
$625K
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$605K
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$602K
AI
214
Atria Investments
North Carolina
$587K
SL
215
Summitry LLC
California
$582K
HighTower Advisors
216
HighTower Advisors
Illinois
$581K
SC
217
Savant Capital
Illinois
$580K
CCA
218
Cadent Capital Advisors
Oklahoma
$579K
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$558K
HCA
220
Harbor Capital Advisors
Illinois
$538K
QCG
221
Quadrant Capital Group
Ohio
$520K
BW
222
Blalock Williams
Alabama
$518K
CAM
223
Cresset Asset Management
Illinois
$515K
SOADOR
224
State of Alaska Department of Revenue
Alaska
$513K
CTC
225
Central Trust Company
Missouri
$510K