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392 hedge funds and large institutions have $4.67B invested in Aaon in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 134 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

23% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 53

13% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 134

2.58% more ownership

Funds ownership: 75.17%77.75% (+2.6%)

2% more funds holding

Funds holding: 384392 (+8)

3% less capital invested

Capital invested by funds: $4.79B → $4.67B (-$127M)

27% less call options, than puts

Call options by funds: $13M | Put options by funds: $17.9M

Holders
392
Holders Change
+8
Holders Change %
+2.08%
% of All Funds
5.16%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
151
Reduced
134
Closed
53
Calls
$13M
Puts
$17.9M
Net Calls
-$4.87M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
201
Bessemer Group
New Jersey
$705K +$821K +9,364 +4,706%
GWM
202
Gitterman Wealth Management
New Jersey
$702K -$877 -10 -0.1%
CT
203
Chicago Trust
Illinois
$701K +$460K +5,250 +123%
QCG
204
Quadrant Capital Group
Ohio
$697K +$190K +2,166 +30%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$687K -$240K -2,737 -23%
IWC
206
Integrated Wealth Concepts
Massachusetts
$683K -$59.7K -681 -7%
LWAM
207
Legacy Wealth Asset Management
Minnesota
$679K +$614 +7 +0.1%
LCM
208
LRT Capital Management
Texas
$677K +$805K +9,185 New
CCA
209
Covey Capital Advisors
Georgia
$676K +$804K +9,170 New
TC
210
TownSquare Capital
Utah
$672K -$6.8M -77,603 -89%
II
211
Inspire Investing
Idaho
$671K +$62.2K +710 +8%
VPIM
212
Vanguard Personalized Indexing Management
California
$648K -$96.2K -1,098 -11%
Mariner
213
Mariner
Kansas
$641K -$413K -4,717 -35%
Prudential Financial
214
Prudential Financial
New Jersey
$633K +$110K +1,253 +29%
AI
215
Atria Investments
North Carolina
$605K +$156K +1,774 +28%
NG
216
Northstar Group
New York
$605K -$26.3K -300 -4%
Amundi
217
Amundi
France
$595K -$33.4K -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 +$667K +7,610 New
CCA
220
Cadent Capital Advisors
Oklahoma
$560K
SOADOR
221
State of Alaska Department of Revenue
Alaska
$559K -$28.5K -325 -4%
QCM
222
Quantinno Capital Management
New York
$555K -$45.7K -521 -6%
SC
223
Savant Capital
Illinois
$554K +$4.29K +49 +0.7%
VRS
224
Virginia Retirement Systems
Virginia
$531K -$202K -2,300 -24%
FGP
225
Freestone Grove Partners
California
$529K +$629K +7,179 New

AAON Hedge Fund Activity: Q2 2025 in Review

392 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q2 2025, worth a combined $4.67B — down 2.7% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AAON positions and 53 closed out — a net gain of 12 holders — while 151 added to existing stakes and 134 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $132M.

  • 392 institutional investors held Aaon (AAON) as of Q2 2025, up from 384 in Q1 2025.
  • Funds reported $4.67B of Aaon stock for Q2 2025, down 2.7% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q2 2025 and 53 closed out, a net change of +12 holders.
  • The largest Aaon buyer in Q2 2025 was Champlain Investment Partners, an estimated $104M added.
  • The largest Aaon seller in Q2 2025 was JP Morgan Chase, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2025.