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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
TCOT
251
Trust Company of Toledo
Ohio
$1.48M – – –
TD Asset Management
252
TD Asset Management
Ontario, Canada
$1.47M -$71.4K -1,000 -5%
CAG
253
Cypress Advisory Group
Arizona
$1.42M +$212K +2,965 +18%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$1.41M +$185K +2,599 +16%
URS
255
Utah Retirement Systems
Utah
$1.38M -$50.6K -709 -4%
Franklin Resources
256
Franklin Resources
California
$1.37M +$577K +8,081 +76%
WSFS
257
Wilmington Savings Fund Society
Delaware
$1.37M -$14K -196 -1%
VA
258
Vident Advisory
Georgia
$1.35M +$742K +10,391 +130%
CIC
259
Crawford Investment Counsel
Georgia
$1.31M +$22.5K +315 +2%
MWM
260
MOKAN Wealth Management
Kansas
$1.3M +$1.26M +17,686 New
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$1.28M -$2.19M -30,621 -64%
ZIG
262
Zurich Insurance Group
Switzerland
$1.27M +$1.23M +17,300 New
II
263
Inspire Investing
Idaho
$1.27M -$13.4K -188 -1%
AAP
264
Arax Advisory Partners
Colorado
$1.27M +$1.2M +16,783 +3,641%
SAM
265
Stansberry Asset Management
Texas
$1.24M +$14.3K +200 +1%
CG
266
Caprock Group
Idaho
$1.23M +$1.23M +17,193 New
PS
267
Pensionfund Sabic
Netherlands
$1.22M – – –
Wealthfront Advisers
268
Wealthfront Advisers
California
$1.19M +$9.21K +129 +0.8%
FAM
269
Fairtree Asset Management
South Africa
$1.19M +$408K +5,715 +55%
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$1.19M +$270K +3,780 +31%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$1.18M +$122K +1,715 +12%
CP
272
CenterBook Partners
Connecticut
$1.18M +$1.15M +16,112 New
OAC
273
OMERS Administration Corp
Ontario, Canada
$1.18M – – –
OAM
274
OP Asset Management
$1.17M -$832K -11,656 -42%
MML Investors Services
275
MML Investors Services
Massachusetts
$1.17M -$87.9K -1,232 -7%
9 10
11
12 13

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.