We are live on ! Find out more

400 hedge funds and large institutions have $5.77B invested in Aaon in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 150 increasing their positions, 135 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.26M

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 135

3% more capital invested

Capital invested by funds: $5.61B → $5.77B (+$159M)

0% more funds holding

Funds holding: 399400 (+1)

4.49% less ownership

Funds ownership: 90.04%85.55% (-4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
400
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
150
Reduced
135
Closed
51
Calls
$17.2M
Puts
$8.26M
Net Calls
+$8.95M
Net Calls Change
-$8.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$660M +$103M +1,137,887 +17%
BlackRock
2
BlackRock
New York
$543M +$14.9M +163,672 +3%
VCM
3
Vanguard Capital Management
Pennsylvania
$256M +$282M +3,099,121 New
VPM
4
Vanguard Portfolio Management
Pennsylvania
$241M +$264M +2,908,091 New
WA
5
Wasatch Advisors
Utah
$188M +$39.7M +436,704 +24%
State Street
6
State Street
Massachusetts
$171M +$1.71M +18,873 +0.9%
First Trust Advisors
7
First Trust Advisors
Illinois
$167M +$33.1M +364,101 +22%
GCM
8
Geneva Capital Management
Wisconsin
$142M -$11.6M -128,012 -7%
William Blair & Company
9
William Blair & Company
Illinois
$134M -$5.16M -56,822 -3%
CIP
10
Champlain Investment Partners
Vermont
$133M -$5.7M -62,697 -4%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$119M +$2.97M +32,640 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$118M +$4.13M +45,499 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$115M -$2.14M -23,600 -2%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$105M -$46M -505,776 -28%
Capital World Investors
15
Capital World Investors
California
$105M +$62.1M +683,504 +118%
Morgan Stanley
16
Morgan Stanley
New York
$104M -$39.4M -433,268 -26%
Franklin Resources
17
Franklin Resources
California
$101M -$313K -3,446 -0.3%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$88.1M -$15.3M -168,004 -14%
SCM
19
Spyglass Capital Management
California
$71.1M -$30.9M -340,081 -28%
Mawer Investment Management
20
Mawer Investment Management
Alberta, Canada
$70.2M +$7.49M +82,376 +11%
BAMCO Inc
21
BAMCO Inc
New York
$69.9M +$9.66M +106,361 +14%
CCM
22
Copeland Capital Management
Pennsylvania
$65.2M -$1.12M -12,360 -2%
Ameriprise
23
Ameriprise
Minnesota
$65.1M -$46.5M -512,249 -39%
JP Morgan Chase
24
JP Morgan Chase
New York
$64.7M -$3.25M -35,819 -4%
Northern Trust
25
Northern Trust
Illinois
$61.5M -$741K -8,155 -1%