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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
MOACM
301
Mutual of America Capital Management
New York
$814K
CWM
302
CIBC World Markets
New York
$792K
WS
303
Wedbush Securities
California
$791K
EMPI
304
Elo Mutual Pension Insurance
Finland
$771K
SOADOR
305
State of Alaska Department of Revenue
Alaska
$758K
SOW
306
State of Wyoming
Wyoming
$756K
HAG
307
HighPoint Advisor Group
Illinois
$755K
SFA
308
Sequoia Financial Advisors
Ohio
$752K
Cambridge Investment Research Advisors
309
Cambridge Investment Research Advisors
Iowa
$748K
Public Employees Retirement Association of Colorado
310
Public Employees Retirement Association of Colorado
Colorado
$742K
WP
311
WealthPLAN Partners
Nebraska
$721K
FDCDDQ
312
Federation des caisses Desjardins du Quebec
Quebec, Canada
$713K
RIM
313
Rakuten Investment Management
Japan
$688K
VCM
314
Voleon Capital Management
California
$687K
Rafferty Asset Management
315
Rafferty Asset Management
New York
$675K
QCM
316
QRG Capital Management
Illinois
$675K
AIP
317
Ameritas Investment Partners
Nebraska
$675K
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$652K
JGUA
319
John G. Ullman & Associates
New York
$649K
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$647K
X
321
Xponance
Pennsylvania
$643K
GIA
322
Gateway Investment Advisers
Ohio
$642K
UAS
323
United Asset Strategies
New York
$641K
BCP
324
Blackhawk Capital Partners
Wisconsin
$641K
ACA
325
Anchor Capital Advisors
Massachusetts
$638K