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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

17% less capital invested

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

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.85%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
201
L2 Asset Management
Massachusetts
$810K +$404K +4,373 +70%
GT
202
Glenmede Trust
Pennsylvania
$779K +$944K +10,222 New
Victory Capital Management
203
Victory Capital Management
Texas
$776K +$924 +10 +0.1%
VIM
204
Vancity Investment Management
British Columbia, Canada
$775K -$46.9K -508 -5%
VRS
205
Virginia Retirement Systems
Virginia
$774K +$937K +10,150 New
GRP
206
Global Retirement Partners
California
$765K +$240K +2,599 +35%
PWM
207
Perigon Wealth Management
California
$746K +$903K +9,781 New
NAS
208
Nicolet Advisory Services
Wisconsin
$726K -$80.2K -868 -9%
AQR Capital Management
209
AQR Capital Management
Connecticut
$690K -$1.07M -11,613 -56%
VPIM
210
Vanguard Personalized Indexing Management
California
$666K +$46.4K +502 +6%
TCM
211
Tributary Capital Management
Nebraska
$659K +$799K +8,648 New
TWA
212
Tulsa Wealth Advisors
Oklahoma
$645K +$782K +8,463 New
BCM
213
Boreal Capital Management
Florida
$643K +$779K +8,430 New
CT
214
Chicago Trust
Illinois
$630K -$81.1K -878 -10%
NG
215
Northstar Group
New York
$625K
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$605K -$457K -4,953 -38%
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$602K
AI
218
Atria Investments
North Carolina
$587K -$15K -162 -2%
SL
219
Summitry LLC
California
$582K +$118K +1,275 +20%
HighTower Advisors
220
HighTower Advisors
Illinois
$581K -$170K -1,846 -19%
SC
221
Savant Capital
Illinois
$580K +$5.17K +56 +0.7%
CCA
222
Cadent Capital Advisors
Oklahoma
$579K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$558K -$711K -7,696 -51%
HCA
224
Harbor Capital Advisors
Illinois
$538K +$69.1K +748 +12%
QCG
225
Quadrant Capital Group
Ohio
$520K -$3.69K -40 -0.6%