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399 hedge funds and large institutions have $5.61B invested in Aaon in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 129 increasing their positions, 152 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $21.4M | Put options by funds: $4.25M

5% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 66

0.83% more ownership

Funds ownership: 89.21%90.04% (+0.83%)

1% less funds holding

Funds holding: 402399 (-3)

15% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 152

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
399
Holders Change
-3
Holders Change %
-0.75%
% of All Funds
4.86%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.06%
New
69
Increased
129
Reduced
152
Closed
66
Calls
$21.4M
Puts
$4.25M
Net Calls
+$17.1M
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$521M +$194M +2,099,385 +44%
BlackRock
2
BlackRock
New York
$488M +$1.42M +15,385 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M -$7.17M -77,588 -1%
State Street
4
State Street
Massachusetts
$156M -$287K -3,112 -0.2%
GCM
5
Geneva Capital Management
Wisconsin
$141M -$16M -173,503 -9%
WA
6
Wasatch Advisors
Utah
$140M -$28.4M -307,545 -14%
CCA
7
Conestoga Capital Advisors
Pennsylvania
$135M +$7.82M +84,693 +5%
Morgan Stanley
8
Morgan Stanley
New York
$129M -$29.7M -321,778 -16%
William Blair & Company
9
William Blair & Company
Illinois
$128M -$13M -140,267 -8%
CIP
10
Champlain Investment Partners
Vermont
$127M -$60.5M -655,616 -28%
First Trust Advisors
11
First Trust Advisors
Illinois
$126M -$26.3M -284,481 -15%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$107M -$278K -3,006 -0.2%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$107M +$45M +487,601 +53%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$105M +$1.9M +20,588 +2%
Capital International Investors
15
Capital International Investors
California
$101M -$13.2M -142,911 -10%
Ameriprise
16
Ameriprise
Minnesota
$99.1M +$14.8M +160,653 +14%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$96.9M -$2.39M -25,825 -2%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$94M -$19.8M -214,827 -15%
Franklin Resources
19
Franklin Resources
California
$93.2M +$112M +1,209,205 +8,956%
SCM
20
Spyglass Capital Management
California
$91.4M +$12M +130,062 +12%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$67.1M -$29.3M -317,403 -27%
JP Morgan Chase
22
JP Morgan Chase
New York
$65.8M -$29.9M -323,286 -27%
CCM
23
Copeland Capital Management
Pennsylvania
$61M +$6.64M +71,853 +10%
Brown Advisory
24
Brown Advisory
Maryland
$59.9M -$3.96M -42,899 -5%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$58.4M -$2.13M -23,102 -3%