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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
QWM
351
Quadcap Wealth Management
Texas
$491K -$1.35K -20 -0.3%
Aviva
352
Aviva
United Kingdom
$491K -$321K -4,751 -39%
JG
353
Jain Global
New York
$490K -$2.56M -37,958 -84%
C
354
Certuity
Florida
$482K +$71K +1,051 +17%
GCM
355
Graham Capital Management
Connecticut
$482K -$1.58M -23,443 -76%
CPIG
356
Chicago Partners Investment Group
Illinois
$480K -$136K -2,007 -23%
AI
357
AdvisorShares Investments
Maryland
$477K +$37.2K +551 +8%
RWM
358
Revisor Wealth Management
Ohio
$476K -$473 -7 -0.1%
CWM
359
Cornerstone Wealth Management
Missouri
$474K +$16.2K +240 +4%
FCM
360
Fieldview Capital Management
Michigan
$472K +$477K +7,062 New
CIBC Private Wealth Group
361
CIBC Private Wealth Group
Georgia
$471K -$303K -4,485 -39%
Jones Financial Companies
362
Jones Financial Companies
Missouri
$470K +$32.9K +487 +7%
M&T Bank
363
M&T Bank
New York
$458K +$149K +2,198 +47%
GI
364
Gradient Investments
Minnesota
$457K
MFS
365
Mattson Financial Services
Michigan
$457K
MCM
366
MAI Capital Management
Ohio
$456K -$10.8K -160 -2%
DFCM
367
Dark Forest Capital Management
Puerto Rico
$453K -$5.77M -85,458 -93%
SCM
368
Sterling Capital Management
North Carolina
$450K -$20.5K -303 -4%
BFM
369
Boothbay Fund Management
New York
$440K +$444K +6,573 New
MM
370
MQS Management
New York
$437K +$442K +6,538 New
SS
371
SBI Securities
Japan
$431K -$29.1K -430 -6%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$424K -$15.9K -236 -4%
WA
373
Waverly Advisors
Alabama
$420K +$60.7K +899 +17%
BCM
374
Buckhead Capital Management
Georgia
$418K
PAG
375
Private Advisor Group
New Jersey
$416K +$228K +3,376 +119%