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A.O. Smith

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: 630629 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
376
Sequoia Financial Advisors
Ohio
$466K +$33K +463 +8%
RI
377
Ridgewood Investments
New Jersey
$460K -$1.36K -19 -0.3%
BCM
378
Buckhead Capital Management
Georgia
$458K
RWM
379
Revisor Wealth Management
Ohio
$456K -$111K -1,552 -19%
IWC
380
Integrated Wealth Concepts
Massachusetts
$456K -$25.7K -360 -5%
ACA
381
Aptus Capital Advisors
Alabama
$453K -$22.6K -317 -5%
C
382
Certuity
Florida
$452K +$123K +1,720 +39%
GIA
383
Gateway Investment Advisers
Ohio
$450K +$438K +6,132 New
QL
384
Quarry LP
New York
$445K +$383K +5,372 +785%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$440K -$7.14K -100 -2%
BAM
386
Bosun Asset Management
Illinois
$440K
EI
387
Ethic Inc
New York
$439K -$54.7K -767 -11%
WAM
388
Weiss Asset Management
Massachusetts
$439K +$426K +5,976 New
AWA
389
Aaron Wealth Advisors
Illinois
$434K +$422K +5,912 New
ABLA
390
Alan B. Lancz & Associates
Ohio
$426K
MSRPS
391
Maryland State Retirement & Pension System
Maryland
$407K
GT
392
Greenleaf Trust
Michigan
$406K -$13.6K -191 -3%
TRCT
393
Tower Research Capital (TRC)
New York
$403K +$257K +3,601 +191%
FFA
394
Founders Financial Alliance
North Carolina
$400K +$115K +1,615 +42%
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$399K -$35.5K -498 -8%
SAM
396
Securian Asset Management
Minnesota
$398K -$37.3K -523 -9%
Balyasny Asset Management
397
Balyasny Asset Management
Illinois
$395K -$11.2M -156,407 -97%
WA
398
Waverly Advisors
Alabama
$395K +$384K +5,382 New
FG
399
Foster Group
Iowa
$387K +$2.21K +31 +0.6%
PCM
400
Polymer Capital Management
New York
$387K +$27.3K +382 +8%

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.