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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
C
351
Certuity
Florida
$482K
GCM
352
Graham Capital Management
Connecticut
$482K
CPIG
353
Chicago Partners Investment Group
Illinois
$480K
AI
354
AdvisorShares Investments
Maryland
$477K
RWM
355
Revisor Wealth Management
Ohio
$476K
CWM
356
Cornerstone Wealth Management
Missouri
$474K
FCM
357
Fieldview Capital Management
Michigan
$472K
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$471K
Jones Financial Companies
359
Jones Financial Companies
Missouri
$470K
M&T Bank
360
M&T Bank
New York
$458K
GI
361
Gradient Investments
Minnesota
$457K
MFS
362
Mattson Financial Services
Michigan
$457K
MCM
363
MAI Capital Management
Ohio
$456K
DFCM
364
Dark Forest Capital Management
Puerto Rico
$453K
SCM
365
Sterling Capital Management
North Carolina
$450K
BFM
366
Boothbay Fund Management
New York
$440K
MM
367
MQS Management
New York
$437K
SS
368
SBI Securities
Japan
$431K
HIMCH
369
Hartford Investment Management Co (HIMCO)
Connecticut
$424K
WA
370
Waverly Advisors
Alabama
$420K
BCM
371
Buckhead Capital Management
Georgia
$418K
PAG
372
Private Advisor Group
New Jersey
$416K
SLAM
373
Swiss Life Asset Management
$415K
SAI
374
Savvy Advisors Inc
New York
$415K
DZ Bank
375
DZ Bank
Germany
$410K