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422 hedge funds and large institutions have $6.83B invested in Aaon in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 140 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

55% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $3.24M

11% more funds holding

Funds holding: 381422 (+41)

8% more capital invested

Capital invested by funds: $6.33B → $6.83B (+$500M)

0.95% less ownership

Funds ownership: 72.3%71.35% (-0.95%)

12% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 159

Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.56%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
82
Increased
140
Reduced
159
Closed
34
Calls
$5.04M
Puts
$3.24M
Net Calls
+$1.79M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$833M +$107M +875,406 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$734M +$9.3M +75,832 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$351M -$33.9M -276,348 -8%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$282M -$135M -1,097,698 -31%
State Street
5
State Street
Massachusetts
$241M +$9.13M +74,473 +4%
Invesco
6
Invesco
Georgia
$239M +$33.6M +274,119 +16%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$222M -$28.8M -234,546 -11%
GCM
8
Geneva Capital Management
Wisconsin
$197M -$2.49M -20,293 -1%
WA
9
Wasatch Advisors
Utah
$186M -$35.5M -289,461 -16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$161M -$43.8M -357,486 -21%
Morgan Stanley
11
Morgan Stanley
New York
$160M +$9.2M +75,080 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$157M -$17.3M -140,906 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$146M +$447K +3,644 +0.3%
William Blair & Company
14
William Blair & Company
Illinois
$138M +$5.79M +47,254 +4%
First Trust Advisors
15
First Trust Advisors
Illinois
$126M +$60.5M +493,219 +86%
Ameriprise
16
Ameriprise
Minnesota
$124M -$57.7M -470,669 -31%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$92.8M -$10M -81,587 -9%
BF
18
BOK Financial
Oklahoma
$83.2M +$9.32K +76 +0%
VNIM
19
Vaughan Nelson Investment Management
Texas
$82.3M -$64.5M -525,880 -43%
DCM
20
Driehaus Capital Management
Illinois
$81.6M +$4.46M +36,362 +6%
Charles Schwab
21
Charles Schwab
California
$81.1M -$1.91M -15,613 -2%
Norges Bank
22
Norges Bank
Norway
$76.6M -$7.52M -61,310 -9%
Northern Trust
23
Northern Trust
Illinois
$73.6M +$16.4M +133,961 +27%
Raymond James Financial
24
Raymond James Financial
Florida
$73.3M +$76.4M +622,987 New
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$72M +$18.6M +151,891 +33%

AAON Hedge Fund Activity: Q4 2024 in Review

422 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q4 2024, worth a combined $6.83B — up 7.9% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AAON positions and 34 closed out — a net gain of 48 holders — while 140 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $107M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.

  • 422 institutional investors held Aaon (AAON) as of Q4 2024, up from 381 in Q3 2024.
  • Funds reported $6.83B of Aaon stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 82 funds opened new Aaon positions in Q4 2024 and 34 closed out, a net change of +48 holders.
  • The largest Aaon buyer in Q4 2024 was BlackRock, an estimated $107M added.
  • The largest Aaon seller in Q4 2024 was Kayne Anderson Rudnick Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2024.