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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
SC
326
Syon Capital
California
$637K
LWM
327
Lionshead Wealth Management
New York
$635K
WWM
328
Westwood Wealth Management
California
$635K
EWA
329
EP Wealth Advisors
California
$627K
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$624K
GWM
331
GSB Wealth Management
Connecticut
$600K
IAA
332
Independent Advisor Alliance
North Carolina
$599K
HSA
333
HBK Sorce Advisory
Pennsylvania
$598K
CC
334
Chicago Capital
Illinois
$594K
BTI
335
Blue Trust Inc
Georgia
$592K
DADC
336
D.A. Davidson & Co
Montana
$585K
LTAS
337
Linden Thomas Advisory Services
North Carolina
$583K
DIA
338
Dean Investment Associates
Ohio
$582K
DIP
339
Davis Investment Partners
North Carolina
$581K
LWAM
340
Legacy Wealth Asset Management
Minnesota
$573K
CIAS
341
CFS Investment Advisory Services
New Jersey
$566K
MCM
342
Massar Capital Management
Connecticut
$561K
MSU
343
Mizuho Securities USA
New York
$545K
IGAM
344
iA Global Asset Management
Quebec, Canada
$521K
BMCM
345
Burns Matteson Capital Management
New York
$514K
IPW
346
Impact Partnership Wealth
Georgia
$506K
DO
347
denkapparat Operations
Germany
$501K
QWM
348
Quadcap Wealth Management
Texas
$491K
Aviva
349
Aviva
United Kingdom
$491K
JG
350
Jain Global
New York
$490K