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384 hedge funds and large institutions have $4.79B invested in Aaon in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.82% more ownership

Funds ownership: 71.35%75.17% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

9% less funds holding

Funds holding: 422384 (-38)

30% less capital invested

Capital invested by funds: $6.83B → $4.79B (-$2.04B)

35% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 100

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less call options, than puts

Call options by funds: $2.24M | Put options by funds: $4.93M

Holders
384
Holders Change
-38
Holders Change %
-9%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
65
Increased
139
Reduced
129
Closed
100
Calls
$2.24M
Puts
$4.93M
Net Calls
-$2.69M
Net Calls Change
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$509M +$28.5M +276,722 +4%
BlackRock
2
BlackRock
New York
$497M -$73.5M -712,364 -10%
JP Morgan Chase
3
JP Morgan Chase
New York
$230M -$4.02M -39,024 -1%
William Blair & Company
4
William Blair & Company
Illinois
$170M +$104M +1,007,906 +86%
State Street
5
State Street
Massachusetts
$161M +$1.12M +10,872 +0.5%
Morgan Stanley
6
Morgan Stanley
New York
$155M +$64.4M +624,311 +46%
GCM
7
Geneva Capital Management
Wisconsin
$148M +$22.7M +219,814 +13%
CCA
8
Conestoga Capital Advisors
Pennsylvania
$148M -$178K -1,728 -0.1%
WA
9
Wasatch Advisors
Utah
$137M +$18.7M +181,184 +11%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$135M -$68.4M -663,133 -28%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$110M +$6.86M +66,536 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$103M +$7.98M +77,394 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$99M -$10.9M -105,370 -8%
Pictet Asset Management
14
Pictet Asset Management
Switzerland
$95.1M +$124M +1,206,637 +12,022%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.1M +$32.3M +312,855 +40%
Invesco
16
Invesco
Georgia
$81M -$103M -995,485 -49%
Ameriprise
17
Ameriprise
Minnesota
$80.7M -$1.84M -17,843 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$70.5M -$17.2M -166,321 -16%
BF
19
BOK Financial
Oklahoma
$53.3M
Charles Schwab
20
Charles Schwab
California
$53M -$1.18M -11,455 -2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$51.8M +$35M +339,558 +108%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$50.5M +$3.6M +34,938 +6%
Northern Trust
23
Northern Trust
Illinois
$50.4M +$1.99M +19,316 +3%
SCM
24
Spyglass Capital Management
California
$48.5M +$64M +620,895 New
SIMG
25
Stephens Investment Management Group
Texas
$47.1M -$428K -4,154 -0.7%

AAON Hedge Fund Activity: Q1 2025 in Review

384 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q1 2025, worth a combined $4.79B — down 30% from $6.83B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of AAON and 65 opened new positions — a net loss of 35 holders — while 129 trimmed existing stakes and 139 added.

The largest buyer was Pictet Asset Management, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $103M.

  • 384 institutional investors held Aaon (AAON) as of Q1 2025, down from 422 in Q4 2024.
  • Funds reported $4.79B of Aaon stock for Q1 2025, down 30% quarter-over-quarter.
  • 65 funds opened new Aaon positions in Q1 2025 and 100 closed out, a net change of -35 holders.
  • The largest Aaon buyer in Q1 2025 was Pictet Asset Management, an estimated $124M added.
  • The largest Aaon seller in Q1 2025 was Invesco, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2025.