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402 hedge funds and large institutions have $6.8B invested in Aaon in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 134 increasing their positions, 143 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $11M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

46% more capital invested

Capital invested by funds: $4.67B → $6.8B (+$2.13B)

23% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 65

11.46% more ownership

Funds ownership: 77.75%89.21% (+11%)

3% more funds holding

Funds holding: 392402 (+10)

6% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 143

Holders
402
Holders Change
+10
Holders Change %
+2.55%
% of All Funds
5.28%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
80
Increased
134
Reduced
143
Closed
65
Calls
$28.9M
Puts
$11M
Net Calls
+$17.9M
Net Calls Change
+$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$605M -$1.83M -22,400 -0.3%
BlackRock
2
BlackRock
New York
$596M -$756K -9,225 -0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$443M +$325M +3,966,088 +513%
CIP
4
Champlain Investment Partners
Vermont
$217M +$93.3M +1,138,658 +96%
WA
5
Wasatch Advisors
Utah
$200M +$37.4M +456,560 +27%
State Street
6
State Street
Massachusetts
$191M +$64.3K +785 +0%
GCM
7
Geneva Capital Management
Wisconsin
$189M -$1.11M -13,606 -0.7%
Morgan Stanley
8
Morgan Stanley
New York
$188M -$15.2M -185,075 -8%
First Trust Advisors
9
First Trust Advisors
Illinois
$181M +$91.4M +1,115,566 +136%
William Blair & Company
10
William Blair & Company
Illinois
$170M -$37.7M -460,778 -20%
CCA
11
Conestoga Capital Advisors
Pennsylvania
$158M -$13.7M -167,751 -9%
Capital International Investors
12
Capital International Investors
California
$138M +$40.7M +496,581 +51%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$135M -$14.4M -175,775 -11%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$132M -$1.26M -15,373 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$127M +$1.58M +19,339 +1%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$121M -$6.63M -80,941 -6%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$112M -$2.09M -25,459 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$111M -$21.1M -257,353 -18%
Ameriprise
19
Ameriprise
Minnesota
$106M +$1.5M +18,282 +2%
SCM
20
Spyglass Capital Management
California
$99.9M +$29.2M +356,503 +50%
Impax Asset Management Group
21
Impax Asset Management Group
United Kingdom
$84.7M +$26.9M +328,751 +56%
Brown Advisory
22
Brown Advisory
Maryland
$77.4M +$9.22M +112,582 +16%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$73.8M -$94.8K -1,157 -0.1%
Northern Trust
24
Northern Trust
Illinois
$71.3M +$9.28M +113,249 +17%
CCM
25
Copeland Capital Management
Pennsylvania
$68M +$59.6M +728,124 New

AAON Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aaon (AAON) for Q3 2025, worth a combined $6.8B — up 46% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new AAON positions and 65 closed out — a net gain of 15 holders — while 134 added to existing stakes and 143 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $43.9M sold.

  • 402 institutional investors held Aaon (AAON) as of Q3 2025, up from 392 in Q2 2025.
  • Funds reported $6.8B of Aaon stock for Q3 2025, up 46% quarter-over-quarter.
  • 80 funds opened new Aaon positions in Q3 2025 and 65 closed out, a net change of +15 holders.
  • The largest Aaon buyer in Q3 2025 was Wellington Management Group, an estimated $325M added.
  • The largest Aaon seller in Q3 2025 was Fuller & Thaler Asset Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q3 2025.