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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
PE
351
Point72 Europe
United Kingdom
$565K +$549K +7,692 New
DO
352
denkapparat Operations
Germany
$550K +$168K +2,356 +46%
QWM
353
Quadcap Wealth Management
Texas
$541K +$35.8K +502 +7%
HSA
354
HBK Sorce Advisory
Pennsylvania
$539K -$7.78K -109 -1%
ANBT
355
American National Bank & Trust
Texas
$537K -$37.4K -524 -7%
SB
356
Simmons Bank
Arkansas
$529K – – –
GWP
357
Gen-Wealth Partners
Michigan
$518K -$36.5K -512 -7%
FRM
358
Fox Run Management
Connecticut
$517K -$1.54M -21,534 -75%
SCM
359
Sterling Capital Management
North Carolina
$516K -$47.7K -669 -9%
MCM
360
MAI Capital Management
Ohio
$512K +$481K +6,738 +2,879%
LWAM
361
Legacy Wealth Asset Management
Minnesota
$511K -$2.07K -29 -0.4%
SS
362
SBI Securities
Japan
$504K -$26K -364 -5%
CWM
363
Cornerstone Wealth Management
Missouri
$503K +$15.1K +211 +3%
GI
364
Gradient Investments
Minnesota
$502K – – –
MFS
365
Mattson Financial Services
Michigan
$502K – – –
SG Americas Securities
366
SG Americas Securities
New York
$498K -$4.63M -64,925 -91%
IC
367
IEQ Capital
California
$496K +$483K +6,762 New
XT
368
XTX Topco
Cayman Islands
$493K -$623K -8,723 -57%
Aberdeen Group
369
Aberdeen Group
United Kingdom
$488K -$39.9K -559 -8%
SMA
370
Sage Mountain Advisors
Georgia
$488K +$474K +6,642 New
Acadian Asset Management
371
Acadian Asset Management
Massachusetts
$486K -$159K -2,224 -25%
AI
372
AdvisorShares Investments
Maryland
$484K +$470K +6,587 New
HIMCH
373
Hartford Investment Management Co (HIMCO)
Connecticut
$483K -$21.6K -302 -4%
Jones Financial Companies
374
Jones Financial Companies
Missouri
$474K +$77.9K +1,091 +20%
Focus Partners Wealth
375
Focus Partners Wealth
Massachusetts
$473K +$3.71K +52 +0.8%
13 14
15
16 17

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.