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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
UAS
326
United Asset Strategies
New York
$641K +$27.4K +406 +4%
BCP
327
Blackhawk Capital Partners
Wisconsin
$641K -$34.9K -516 -5%
ACA
328
Anchor Capital Advisors
Massachusetts
$638K -$227K -3,366 -26%
SC
329
Syon Capital
California
$637K +$115K +1,695 +22%
LWM
330
Lionshead Wealth Management
New York
$635K
WWM
331
Westwood Wealth Management
California
$635K +$641K +9,488 New
EWA
332
EP Wealth Advisors
California
$627K +$633K +9,369 New
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$624K
GWM
334
GSB Wealth Management
Connecticut
$600K +$8.65K +128 +1%
IAA
335
Independent Advisor Alliance
North Carolina
$599K -$17K -251 -3%
HSA
336
HBK Sorce Advisory
Pennsylvania
$598K -$14.1K -208 -3%
CC
337
Chicago Capital
Illinois
$594K +$276K +4,090 +85%
BTI
338
Blue Trust Inc
Georgia
$592K -$40.3K -596 -6%
DADC
339
D.A. Davidson & Co
Montana
$585K +$23K +341 +4%
LTAS
340
Linden Thomas Advisory Services
North Carolina
$583K -$1.49K -22 -0.3%
DIA
341
Dean Investment Associates
Ohio
$582K -$281K -4,161 -32%
DIP
342
Davis Investment Partners
North Carolina
$581K +$5.74K +85 +1%
LWAM
343
Legacy Wealth Asset Management
Minnesota
$573K +$108K +1,601 +23%
CIAS
344
CFS Investment Advisory Services
New Jersey
$566K -$54K -799 -9%
MCM
345
Massar Capital Management
Connecticut
$561K +$567K +8,390 New
MSU
346
Mizuho Securities USA
New York
$545K -$4.53K -67 -0.8%
IGAM
347
iA Global Asset Management
Quebec, Canada
$521K -$5.41K -80 -1%
BMCM
348
Burns Matteson Capital Management
New York
$514K +$520K +7,692 New
IPW
349
Impact Partnership Wealth
Georgia
$506K +$511K +7,567 New
DO
350
denkapparat Operations
Germany
$501K