399 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 133 increasing their positions, 144 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

11.43% more ownership

Funds ownership: 77.77%89.2% (+11%)

2% more funds holding

Funds holding: 392399 (+7)

8% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 144

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$11M
Net Calls
Net Calls Change

Top Sellers

1 -$43.9M
2 -$43.4M
3 -$43.1M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.2M
5
Goldman Sachs
Goldman Sachs
New York
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
201
Nicolet Advisory Services
Wisconsin
$966K
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$962K
Victory Capital Management
203
Victory Capital Management
Texas
$950K
GIM
204
Glenmede Investment Management
Pennsylvania
$940K
SCM
205
Sterling Capital Management
North Carolina
$932K
HighTower Advisors
206
HighTower Advisors
Illinois
$885K
CT
207
Chicago Trust
Illinois
$854K
GWM
208
Gitterman Wealth Management
New Jersey
$848K
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$846K
QCM
210
Quantinno Capital Management
New York
$827K
VPIM
211
Vanguard Personalized Indexing Management
California
$772K
NG
212
Northstar Group
New York
$766K
SWGC
213
Summit Wealth Group (Colorado)
Colorado
$751K
KIM
214
Kestra Investment Management
Texas
$751K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$738K
AI
216
Atria Investments
North Carolina
$734K
LWAM
217
Legacy Wealth Asset Management
Minnesota
$725K
SC
218
Savant Capital
Illinois
$711K
CCA
219
Cadent Capital Advisors
Oklahoma
$709K
GRP
220
Global Retirement Partners
California
$695K
CAM
221
Cresset Asset Management
Illinois
$693K
SOADOR
222
State of Alaska Department of Revenue
Alaska
$680K
PWS
223
Peterson Wealth Services
Utah
$679K
NG
224
Norden Group
Utah
$676K
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$671K