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A.O. Smith

642 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, 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)

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
642
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
QWM
351
Quadcap Wealth Management
Texas
$491K
Aviva
352
Aviva
United Kingdom
$491K
JG
353
Jain Global
New York
$490K
C
354
Certuity
Florida
$482K
GCM
355
Graham Capital Management
Connecticut
$482K
CPIG
356
Chicago Partners Investment Group
Illinois
$480K
AI
357
AdvisorShares Investments
Maryland
$477K
RWM
358
Revisor Wealth Management
Ohio
$476K
CWM
359
Cornerstone Wealth Management
Missouri
$474K
FCM
360
Fieldview Capital Management
Michigan
$472K
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$471K
Jones Financial Companies
362
Jones Financial Companies
Missouri
$470K
M&T Bank
363
M&T Bank
New York
$458K
MFS
364
Mattson Financial Services
Michigan
$457K
GI
365
Gradient Investments
Minnesota
$457K
MCM
366
MAI Capital Management
Ohio
$456K
DFCM
367
Dark Forest Capital Management
Puerto Rico
$453K
SCM
368
Sterling Capital Management
North Carolina
$450K
BFM
369
Boothbay Fund Management
New York
$440K
MM
370
MQS Management
New York
$437K
SS
371
SBI Securities
Japan
$431K
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$424K
WA
373
Waverly Advisors
Alabama
$420K
BCM
374
Buckhead Capital Management
Georgia
$418K
PAG
375
Private Advisor Group
New Jersey
$416K