396 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 151 reducing their positions, and 66 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:

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 151

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
396
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
Victory Capital Management
201
Victory Capital Management
Texas
$776K
VIM
202
Vancity Investment Management
British Columbia, Canada
$775K
VRS
203
Virginia Retirement Systems
Virginia
$774K
GRP
204
Global Retirement Partners
California
$765K
PWM
205
Perigon Wealth Management
California
$746K
NAS
206
Nicolet Advisory Services
Wisconsin
$726K
AQR Capital Management
207
AQR Capital Management
Connecticut
$690K
VPIM
208
Vanguard Personalized Indexing Management
California
$666K
TCM
209
Tributary Capital Management
Nebraska
$659K
TWA
210
Tulsa Wealth Advisors
Oklahoma
$645K
BCM
211
Boreal Capital Management
Florida
$643K
CT
212
Chicago Trust
Illinois
$630K
NG
213
Northstar Group
New York
$625K
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$605K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$602K
AI
216
Atria Investments
North Carolina
$587K
SL
217
Summitry LLC
California
$582K
HighTower Advisors
218
HighTower Advisors
Illinois
$581K
SC
219
Savant Capital
Illinois
$580K
CCA
220
Cadent Capital Advisors
Oklahoma
$579K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$558K
HCA
222
Harbor Capital Advisors
Illinois
$538K
QCG
223
Quadrant Capital Group
Ohio
$520K
BW
224
Blalock Williams
Alabama
$518K
CAM
225
Cresset Asset Management
Illinois
$515K