We are live on ! Find out more

503 hedge funds and large institutions have $5.74B invested in Oshkosh in 2025 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 154 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 55

47% more call options, than puts

Call options by funds: $14M | Put options by funds: $9.53M

21% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 154

5% more funds holding

Funds holding: 477503 (+26)

2.68% more ownership

Funds ownership: 92.01%94.69% (+2.7%)

1% more capital invested

Capital invested by funds: $5.69B → $5.74B (+$52.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
503
Holders Change
+26
Holders Change %
+5.45%
% of All Funds
6.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
85
Increased
187
Reduced
154
Closed
55
Calls
$14M
Puts
$9.53M
Net Calls
+$4.44M
Net Calls Change
+$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$769M +$3.54M +35,382 +0.4%
BlackRock
2
BlackRock
New York
$588M -$175M -1,743,712 -22%
Aristotle Capital Management
3
Aristotle Capital Management
California
$572M -$14.8M -148,295 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$251M +$35.5M +354,714 +15%
GA
5
Greenhaven Associates
New York
$240M +$150K +1,500 +0.1%
American Century Companies
6
American Century Companies
Missouri
$219M +$29.9M +298,470 +15%
State Street
7
State Street
Massachusetts
$199M +$3.18M +31,761 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$169M +$41.2M +411,795 +30%
LSV Asset Management
9
LSV Asset Management
Illinois
$162M +$11.1M +111,062 +7%
AQR Capital Management
10
AQR Capital Management
Connecticut
$126M +$99.3M +992,313 +267%
Invesco
11
Invesco
Georgia
$119M +$2.04M +20,365 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$113M +$6.65M +66,451 +6%
Bank of America
13
Bank of America
North Carolina
$100M +$19M +189,870 +22%
Morgan Stanley
14
Morgan Stanley
New York
$96.6M +$1.3M +12,976 +1%
Canada Life
15
Canada Life
Manitoba, Canada
$84.7M +$2.6M +26,008 +3%
Norges Bank
16
Norges Bank
Norway
$80.7M +$9.35M +93,442 +12%
UBS Group
17
UBS Group
Switzerland
$63.9M +$20M +200,295 +42%
Charles Schwab
18
Charles Schwab
California
$63.6M -$746K -7,453 -1%
Northern Trust
19
Northern Trust
Illinois
$63.5M +$1.91M +19,118 +3%
EIC
20
Equity Investment Corp
Georgia
$56.4M +$73.9K +738 +0.1%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$54.9M +$58.4M +583,123 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$53.3M -$781K -7,803 -1%
SEI Investments
23
SEI Investments
Pennsylvania
$48.4M -$1.45M -14,483 -3%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$45M +$8.92M +89,124 +23%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$44M +$598K +5,977 +1%

OSK Hedge Fund Activity: Q1 2025 in Review

503 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q1 2025, worth a combined $5.74B — up 0.92% from $5.69B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OSK positions and 55 closed out — a net gain of 30 holders — while 187 added to existing stakes and 154 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $99.3M. The largest seller was BlackRock, cutting an estimated $175M.

  • 503 institutional investors held Oshkosh (OSK) as of Q1 2025, up from 477 in Q4 2024.
  • Funds reported $5.74B of Oshkosh stock for Q1 2025, up 0.92% quarter-over-quarter.
  • 85 funds opened new Oshkosh positions in Q1 2025 and 55 closed out, a net change of +30 holders.
  • The largest Oshkosh buyer in Q1 2025 was AQR Capital Management, an estimated $99.3M added.
  • The largest Oshkosh seller in Q1 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2025.