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A.O. Smith
AOS

629 hedge funds and large institutions have $7.93B invested in A.O. Smith in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 227 increasing their positions, 244 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $12.1M

11% more capital invested

Capital invested by funds: $7.14B → $7.93B (+$787M)

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

0% less funds holding

Funds holding: 630 → 629 (-1)

0.9% less ownership

Funds ownership: 93.71% → 92.8% (-0.9%)

7% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 244

Holders
629
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
8.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
73
Increased
227
Reduced
244
Closed
67
Calls
$33.2M
Puts
$12.1M
Net Calls
+$21.1M
Net Calls Change
+$62.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$113M
3
American Century Companies
American Century Companies
Missouri
+$80.5M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$75.8M
2
Amundi
Amundi
France
-$44.7M
3
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$43.1M
4
Goldman Sachs
Goldman Sachs
New York
-$32.1M
5
State Street
State Street
Massachusetts
-$31M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
226
Freedom Day Solutions
Texas
$1.85M +$71 +1 +0%
SFI
227
Siemens Fonds Invest
Germany
$1.82M +$513K +7,184 +41%
KK
228
KLP Kapitalforvaltning
Norway
$1.81M – – –
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.81M +$50.4K +706 +3%
TPI
230
Trust Point Inc
Wisconsin
$1.8M -$1.75M -24,467 -50%
EMPI
231
Elo Mutual Pension Insurance
Finland
$1.8M +$760K +10,649 +77%
Retirement Systems of Alabama
232
Retirement Systems of Alabama
Alabama
$1.79M -$40.5K -568 -2%
BHCM
233
Brevan Howard Capital Management
Jersey
$1.77M -$6.31M -88,485 -79%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$1.77M +$413K +5,782 +32%
IIM
235
Illumine Investment Management
Washington
$1.73M +$36.8K +515 +2%
N
236
Natixis
France
$1.69M -$10.8M -151,526 -87%
HI
237
Horizon Investments
North Carolina
$1.65M +$1.49M +20,813 +1,125%
ACM
238
Aquatic Capital Management
Illinois
$1.65M -$319K -4,466 -17%
SRC
239
Stone Run Capital
New York
$1.64M -$307K -4,300 -16%
ETC
240
Exchange Traded Concepts
Oklahoma
$1.63M +$9.92K +139 +0.6%
EFMC
241
Empire Financial Management Company
New York
$1.62M +$24.4K +342 +2%
AB
242
Amalgamated Bank
New York
$1.6M -$64.7K -907 -4%
VPIM
243
Vanguard Personalized Indexing Management
California
$1.6M +$59.1K +828 +4%
PP
244
PDT Partners
New York
$1.6M +$1.55M +21,762 New
STA
245
Summit Trail Advisors
New York
$1.59M +$1.18M +16,576 +328%
AI
246
Atria Investments
North Carolina
$1.57M +$28.5K +400 +2%
A
247
Allianz
Germany
$1.57M – – –
GF
248
Gabelli Funds
New York
$1.53M – – –
ET
249
Entropy Technologies
New York
$1.52M +$515K +7,214 +54%
PAS
250
Point72 Asia (Singapore)
Singapore
$1.51M -$893K -12,518 -38%
8 9
10
11 12

AOS Hedge Fund Activity: Q3 2025 in Review

629 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2025, worth a combined $7.93B — up 11% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AOS positions and 67 closed out — a net gain of 6 holders — while 227 added to existing stakes and 244 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Millennium Management, cutting an estimated $75.8M.

  • 629 institutional investors held A.O. Smith (AOS) as of Q3 2025, down from 630 in Q2 2025.
  • Funds reported $7.93B of A.O. Smith stock for Q3 2025, up 11% quarter-over-quarter.
  • 73 funds opened new A.O. Smith positions in Q3 2025 and 67 closed out, a net change of +6 holders.
  • The largest A.O. Smith buyer in Q3 2025 was Fidelity Investments, an estimated $141M added.
  • The largest A.O. Smith seller in Q3 2025 was Millennium Management, an estimated $75.8M sold.

Based on aggregated 13F filings for Q3 2025.