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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
Wealthfront Advisers
276
Wealthfront Advisers
California
$1.09M
State of Tennessee, Department of Treasury
277
State of Tennessee, Department of Treasury
Tennessee
$1.08M
NYLIM
278
New York Life Investment Management
New York
$1.03M
VI
279
Versor Investments
New York
$1.01M
US Bancorp
280
US Bancorp
Minnesota
$989K
IG
281
ING Group
Netherlands
$980K
PAM
282
Parvin Asset Management
South Dakota
$969K
ACL
283
Applied Capital LLC
Florida
$967K
MYAM
284
Meiji Yasuda Asset Management
Japan
$954K
EAM
285
EdenTree Asset Management
United Kingdom
$943K
HighTower Advisors
286
HighTower Advisors
Illinois
$939K
N
287
Numerai
California
$930K
CP
288
CenterBook Partners
Connecticut
$919K
Pathstone Holdings
289
Pathstone Holdings
New Jersey
$918K
CS
290
Candriam SCA
Luxembourg
$895K
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$883K
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$878K
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
$869K
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$866K
IC
295
Inscription Capital
Texas
$860K
SW
296
SlateStone Wealth
Florida
$840K
CB
297
Cadence Bank
Mississippi
$839K
EP
298
Edgestream Partners
New Jersey
$831K
MIM
299
Morningstar Investment Management
Illinois
$830K
GXJ
300
Global X Japan
Japan
$816K