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A.O. Smith

638 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 240 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)

1% less capital invested

Capital invested by funds: $7.93B → $7.82B (-$105M)

39% less call options, than puts

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

Holders
638
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
GD
226
Grandfield & Dodd
New York
$1.78M
PWP
227
Precedent Wealth Partners
Texas
$1.77M
BCI
228
Brinker Capital Investments
Pennsylvania
$1.76M
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M
LCM
230
Landscape Capital Management
New Jersey
$1.75M
ASN
231
Advisory Services Network
Georgia
$1.72M
AI
232
Atria Investments
North Carolina
$1.71M
Citadel Advisors
233
Citadel Advisors
Florida
$1.69M
HI
234
Horizon Investments
North Carolina
$1.69M
FDS
235
Freedom Day Solutions
Texas
$1.68M
TPI
236
Trust Point Inc
Wisconsin
$1.64M
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$1.63M
NA
238
NewEdge Advisors
Louisiana
$1.62M
Retirement Systems of Alabama
239
Retirement Systems of Alabama
Alabama
$1.61M
KPWS
240
Kestra Private Wealth Services
Texas
$1.58M
IIM
241
Illumine Investment Management
Washington
$1.57M
CGH
242
Crossmark Global Holdings
Texas
$1.57M
UM
243
UniSuper Management
Australia
$1.57M
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1.55M
EFMC
245
Empire Financial Management Company
New York
$1.49M
AB
246
Amalgamated Bank
New York
$1.46M
WIM
247
WealthPlan Investment Management
Nebraska
$1.44M
A
248
Allianz
Germany
$1.43M
Nomura Holdings
249
Nomura Holdings
Japan
$1.41M
GF
250
Gabelli Funds
New York
$1.39M