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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
Ensign Peak Advisors
276
Ensign Peak Advisors
Utah
$1.16M -$1.04M -14,550 -48%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$214K +2,995 +23%
TI
278
Tidal Investments
Wisconsin
$1.15M -$252K -3,532 -18%
Cerity Partners
279
Cerity Partners
New York
$1.13M +$277K +3,877 +34%
US Bancorp
280
US Bancorp
Minnesota
$1.12M -$28.5K -399 -3%
OAM
281
Oppenheimer Asset Management
New York
$1.11M -$54.8K -768 -5%
State of Tennessee, Department of Treasury
282
State of Tennessee, Department of Treasury
Tennessee
$1.1M – – –
Robeco Institutional Asset Management
283
Robeco Institutional Asset Management
Netherlands
$1.07M +$300K +4,201 +41%
Wealth Enhancement Advisory Services
284
Wealth Enhancement Advisory Services
Minnesota
$1.07M +$408K +5,717 +62%
ACL
285
Applied Capital LLC
Florida
$1.06M -$3.57K -50 -0.3%
Vontobel Holding
286
Vontobel Holding
Switzerland
$1.05M -$90.5K -1,268 -8%
EAM
287
EdenTree Asset Management
United Kingdom
$1.04M +$67.7K +949 +7%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$1.01M +$414K +5,798 +73%
QCM
289
Qsemble Capital Management
New York
$985K -$1.25M -17,481 -57%
VI
290
Versor Investments
New York
$976K +$217K +3,042 +30%
HighTower Advisors
291
HighTower Advisors
Illinois
$966K +$90.8K +1,272 +11%
DB
292
Danske Bank
Denmark
$964K -$1.07M -15,001 -53%
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$958K +$214K +2,997 +30%
ACA
294
Anchor Capital Advisors
Massachusetts
$948K -$115K -1,614 -11%
DIA
295
Dean Investment Associates
Ohio
$944K +$918K +12,860 New
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$929K +$104K +1,460 +13%
SW
297
SlateStone Wealth
Florida
$922K -$3.57K -50 -0.4%
SOADOR
298
State of Alaska Department of Revenue
Alaska
$917K -$39.1K -548 -4%
MIM
299
Morningstar Investment Management
Illinois
$911K +$885K +12,406 New
MOACM
300
Mutual of America Capital Management
New York
$909K -$67.4K -944 -7%
10 11
12
13 14

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.