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A.O. Smith

635 hedge funds and large institutions have $7.81B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 239 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $7.93B → $7.81B (-$119M)

39% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.7M

Holders
635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28M
Puts
$45.7M
Net Calls
Net Calls Change

Top Buyers

1 +$181M
2 +$81.7M
3 +$53.3M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$47.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$46.2M

Top Sellers

1 -$36.8M
2 -$32.8M
3 -$27.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$18.7M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
226
Precedent Wealth Partners
Texas
$1.77M
BCI
227
Brinker Capital Investments
Pennsylvania
$1.76M
COPPSERS
228
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M
LCM
229
Landscape Capital Management
New Jersey
$1.75M
ASN
230
Advisory Services Network
Georgia
$1.72M
AI
231
Atria Investments
North Carolina
$1.71M
Citadel Advisors
232
Citadel Advisors
Florida
$1.69M
HI
233
Horizon Investments
North Carolina
$1.69M
FDS
234
Freedom Day Solutions
Texas
$1.68M
TPI
235
Trust Point Inc
Wisconsin
$1.64M
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$1.63M
NA
237
NewEdge Advisors
Louisiana
$1.62M
Retirement Systems of Alabama
238
Retirement Systems of Alabama
Alabama
$1.61M
KPWS
239
Kestra Private Wealth Services
Texas
$1.58M
IIM
240
Illumine Investment Management
Washington
$1.57M
CGH
241
Crossmark Global Holdings
Texas
$1.57M
UM
242
UniSuper Management
Australia
$1.57M
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$1.55M
EFMC
244
Empire Financial Management Company
New York
$1.49M
AB
245
Amalgamated Bank
New York
$1.46M
WIM
246
WealthPlan Investment Management
Nebraska
$1.44M
A
247
Allianz
Germany
$1.43M
Nomura Holdings
248
Nomura Holdings
Japan
$1.41M
GF
249
Gabelli Funds
New York
$1.39M
STA
250
Summit Trail Advisors
New York
$1.38M