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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
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$687K +$150K +2,106 +29%
IIM
327
INTECH Investment Management
Florida
$685K +$666K +9,334 New
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$685K – – –
IAA
329
Independent Advisor Alliance
North Carolina
$676K +$54.2K +759 +9%
UAS
330
United Asset Strategies
New York
$674K +$19.7K +276 +3%
EGM
331
Engineers Gate Manager
New York
$673K -$11.2M -156,407 -94%
AT
332
Arlington Trust
Alabama
$670K – – –
Holocene Advisors
333
Holocene Advisors
New York
$668K +$650K +9,102 New
GXJ
334
Global X Japan
Japan
$665K -$14.7K -206 -2%
Simplex Trading
335
Simplex Trading
Illinois
$663K +$645K +9,032 New
SC
336
SummitTX Capital
Texas
$649K +$631K +8,840 New
GWM
337
GSB Wealth Management
Connecticut
$649K -$115K -1,617 -15%
LTAS
338
Linden Thomas Advisory Services
North Carolina
$642K +$16.7K +234 +3%
X
339
Xponance
Pennsylvania
$639K -$91.1K -1,276 -13%
CIAS
340
CFS Investment Advisory Services
New Jersey
$638K -$5.42K -76 -0.8%
AC
341
AXQ Capital
New Jersey
$638K +$107K +1,498 +21%
DADC
342
D.A. Davidson & Co
Montana
$617K -$42.5K -595 -7%
DIP
343
Davis Investment Partners
North Carolina
$615K +$600K +8,412 New
FGP
344
Freestone Grove Partners
California
$610K -$2.78M -38,974 -82%
MSU
345
Mizuho Securities USA
New York
$593K +$20.1K +282 +4%
IGAM
346
iA Global Asset Management
Quebec, Canada
$578K -$121K -1,690 -18%
CPIG
347
Chicago Partners Investment Group
Illinois
$577K +$342K +4,792 +125%
SC
348
Syon Capital
California
$575K +$240K +3,362 +75%
CCIA
349
Campbell & Co Investment Adviser
Maryland
$568K -$3.26M -45,736 -86%
CGH
350
Crossmark Global Holdings
Texas
$567K -$11.3K -158 -2%
12 13
14
15 16

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.