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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
CB
301
Cadence Bank
Mississippi
$891K +$3.57K +50 +0.4%
Aviva
302
Aviva
United Kingdom
$888K +$351K +4,923 +69%
WP
303
WealthPLAN Partners
Nebraska
$887K +$11.3K +158 +1%
LP
304
LMR Partners
United Kingdom
$881K – – –
CBU
305
CIBC Bancorp USA
Illinois
$856K +$833K +11,667 New
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$846K -$52.5K -735 -6%
HAG
307
HighPoint Advisor Group
Illinois
$826K +$109K +1,525 +16%
WS
308
Wedbush Securities
California
$816K +$32.2K +451 +4%
Public Employees Retirement Association of Colorado
309
Public Employees Retirement Association of Colorado
Colorado
$814K -$18.1K -253 -2%
IC
310
Inscription Capital
Texas
$808K +$370K +5,179 +89%
OTL
311
Oak Thistle LLC
New York
$802K +$780K +10,930 New
Rafferty Asset Management
312
Rafferty Asset Management
New York
$754K -$16.3K -229 -2%
BC
313
Bayforest Capital
United Kingdom
$750K +$729K +10,211 New
QCM
314
QRG Capital Management
Illinois
$743K -$86.1K -1,206 -11%
BCP
315
Blackhawk Capital Partners
Wisconsin
$741K -$148K -2,070 -17%
AIP
316
Ameritas Investment Partners
Nebraska
$741K -$113K -1,583 -14%
SAM
317
Storebrand Asset Management
Norway
$738K -$141K -1,973 -16%
GWMR
318
GC Wealth Management RIA
Massachusetts
$735K +$429K +6,015 +151%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$729K +$26.3K +368 +4%
JGUA
320
John G. Ullman & Associates
New York
$712K +$35.7K +500 +5%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$704K +$551K +7,723 +415%
LWM
322
Lionshead Wealth Management
New York
$697K – – –
SOW
323
State of Wyoming
Wyoming
$695K +$188K +2,640 +39%
BTI
324
Blue Trust Inc
Georgia
$693K +$45.7K +641 +7%
Pacer Advisors
325
Pacer Advisors
Pennsylvania
$688K -$9.63K -135 -1%
11 12
13
14 15

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.