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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
MIM
301
Morningstar Investment Management
Illinois
$830K
GXJ
302
Global X Japan
Japan
$816K +$212K +3,140 +35%
MOACM
303
Mutual of America Capital Management
New York
$814K -$14.3K -212 -2%
CWM
304
CIBC World Markets
New York
$792K +$800K +11,837 New
WS
305
Wedbush Securities
California
$791K +$47.6K +705 +6%
EMPI
306
Elo Mutual Pension Insurance
Finland
$771K -$880K -13,027 -53%
SOADOR
307
State of Alaska Department of Revenue
Alaska
$758K -$78K -1,155 -9%
SOW
308
State of Wyoming
Wyoming
$756K +$124K +1,837 +19%
HAG
309
HighPoint Advisor Group
Illinois
$755K +$1.82K +27 +0.2%
SFA
310
Sequoia Financial Advisors
Ohio
$752K +$331K +4,900 +77%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$748K +$84.9K +1,257 +13%
Public Employees Retirement Association of Colorado
312
Public Employees Retirement Association of Colorado
Colorado
$742K
WP
313
WealthPLAN Partners
Nebraska
$721K -$88K -1,303 -11%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$713K +$73.2K +1,083 +11%
RIM
315
Rakuten Investment Management
Japan
$688K +$647K +9,576 +1,790%
VCM
316
Voleon Capital Management
California
$687K -$1.51M -22,415 -69%
Rafferty Asset Management
317
Rafferty Asset Management
New York
$675K -$11.8K -174 -2%
QCM
318
QRG Capital Management
Illinois
$675K -$1.82K -27 -0.3%
AIP
319
Ameritas Investment Partners
Nebraska
$675K +$203 +3 +0%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$652K +$321K +4,749 +95%
JGUA
321
John G. Ullman & Associates
New York
$649K
SAM
322
Storebrand Asset Management
Norway
$647K -$25.5K -378 -4%
Pacer Advisors
323
Pacer Advisors
Pennsylvania
$647K +$20.4K +302 +3%
X
324
Xponance
Pennsylvania
$643K +$60.7K +898 +10%
GIA
325
Gateway Investment Advisers
Ohio
$642K +$234K +3,465 +57%