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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
CRC
376
Curi RMB Capital
Illinois
$409K
SFSG
377
Sound Financial Strategies Group
Mississippi
$401K
BAM
378
Bosun Asset Management
Illinois
$401K
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$388K
ABLA
380
Alan B. Lancz & Associates
Ohio
$388K
Ensign Peak Advisors
381
Ensign Peak Advisors
Utah
$387K
FFA
382
Founders Financial Alliance
North Carolina
$375K
GWMR
383
GC Wealth Management RIA
Massachusetts
$374K
MFS
384
Mirabella Financial Services
United Kingdom
$372K
MSRPS
385
Maryland State Retirement & Pension System
Maryland
$370K
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$370K
WI
387
WBI Investments
New Jersey
$368K
KA
388
KLCM Advisors
Wisconsin
$361K
NB
389
Norinchukin Bank
Japan
$352K
NMERB
390
New Mexico Educational Retirement Board
New Mexico
$351K
GT
391
Greenleaf Trust
Michigan
$350K
PWM
392
Perigon Wealth Management
California
$348K
OAC
393
OMERS Administration Corp
Ontario, Canada
$342K
EI
394
Ethic Inc
New York
$340K
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$340K
KCP
396
Kera Capital Partners
California
$336K
AWA
397
Aaron Wealth Advisors
Illinois
$335K
FIA
398
FNY Investment Advisers
New York
$334K
BHPW
399
Beverly Hills Private Wealth
California
$333K
Allspring Global Investments
400
Allspring Global Investments
North Carolina
$333K