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A.O. Smith

643 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 61

10.43% more ownership

Funds ownership: 92.8%103.23% (+10%)

2% more funds holding

Funds holding: 629643 (+14)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

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
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
7.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
90
Increased
241
Reduced
225
Closed
61
Calls
$28M
Puts
$45.7M
Net Calls
-$17.7M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GD
226
Grandfield & Dodd
New York
$1.78M +$1.8M +26,657 New
PWP
227
Precedent Wealth Partners
Texas
$1.77M +$84.3K +1,248 +5%
BCI
228
Brinker Capital Investments
Pennsylvania
$1.76M -$154K -2,279 -8%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M -$72.1K -1,067 -4%
LCM
230
Landscape Capital Management
New Jersey
$1.75M +$1.77M +26,159 New
ASN
231
Advisory Services Network
Georgia
$1.72M -$198K -2,932 -10%
AI
232
Atria Investments
North Carolina
$1.71M +$280K +4,148 +19%
Citadel Advisors
233
Citadel Advisors
Florida
$1.69M -$18.7M -276,310 -92%
HI
234
Horizon Investments
North Carolina
$1.69M +$174K +2,576 +11%
FDS
235
Freedom Day Solutions
Texas
$1.68M -$7.7K -114 -0.5%
TPI
236
Trust Point Inc
Wisconsin
$1.64M
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$1.63M -$206K -3,048 -11%
NA
238
NewEdge Advisors
Louisiana
$1.62M +$1.3M +19,298 +392%
Retirement Systems of Alabama
239
Retirement Systems of Alabama
Alabama
$1.61M -$17.4K -258 -1%
KPWS
240
Kestra Private Wealth Services
Texas
$1.58M -$214K -3,162 -12%
IIM
241
Illumine Investment Management
Washington
$1.57M -$2.37K -35 -0.1%
CGH
242
Crossmark Global Holdings
Texas
$1.57M +$1.07M +15,782 +204%
UM
243
UniSuper Management
Australia
$1.57M -$144K -2,134 -8%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1.55M -$169K -2,495 -10%
EFMC
245
Empire Financial Management Company
New York
$1.49M +$23.4K +346 +2%
AB
246
Amalgamated Bank
New York
$1.46M -$4.39K -65 -0.3%
WIM
247
WealthPlan Investment Management
Nebraska
$1.44M -$1.53M -22,698 -51%
A
248
Allianz
Germany
$1.43M
Nomura Holdings
249
Nomura Holdings
Japan
$1.41M -$1.8M -26,580 -56%
GF
250
Gabelli Funds
New York
$1.39M