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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
STA
251
Summit Trail Advisors
New York
$1.38M -$67.6K -1,001 -5%
TCOT
252
Trust Company of Toledo
Ohio
$1.34M
FAM
253
Fairtree Asset Management
South Africa
$1.34M +$265K +3,922 +24%
ETC
254
Exchange Traded Concepts
Oklahoma
$1.34M -$151K -2,235 -10%
CCMINC
255
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.33M +$1.35M +19,923 New
VPIM
256
Vanguard Personalized Indexing Management
California
$1.33M -$127K -1,884 -9%
MWM
257
MOKAN Wealth Management
Kansas
$1.32M +$140K +2,073 +12%
TD Asset Management
258
TD Asset Management
Ontario, Canada
$1.31M -$33.7K -498 -2%
CAG
259
Cypress Advisory Group
Arizona
$1.29M -$4.26K -63 -0.3%
CG
260
Caprock Group
Idaho
$1.28M +$132K +1,959 +11%
OAM
261
Oppenheimer Asset Management
New York
$1.28M +$267K +3,953 +26%
URS
262
Utah Retirement Systems
Utah
$1.26M
CIC
263
Crawford Investment Counsel
Georgia
$1.24M +$53.5K +792 +4%
Fidelity International
264
Fidelity International
Bermuda
$1.24M -$27.5M -407,557 -96%
II
265
Inspire Investing
Idaho
$1.23M +$76K +1,124 +7%
Neuberger Berman Group
266
Neuberger Berman Group
New York
$1.22M -$64.3K -951 -5%
VA
267
Vident Advisory
Georgia
$1.2M -$31.2K -461 -3%
ZIG
268
Zurich Insurance Group
Switzerland
$1.16M
WP
269
Woodline Partners
California
$1.15M +$1.17M +17,254 New
WSFS
270
Wilmington Savings Fund Society
Delaware
$1.15M -$101K -1,500 -8%
Aberdeen Group
271
Aberdeen Group
United Kingdom
$1.15M +$705K +10,433 +156%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$1.14M -$26.9K -398 -2%
SAM
273
Stansberry Asset Management
Texas
$1.14M +$11.9K +176 +1%
Vontobel Holding
274
Vontobel Holding
Switzerland
$1.13M +$169K +2,500 +17%
MML Investors Services
275
MML Investors Services
Massachusetts
$1.12M +$58.2K +862 +5%