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A.O. Smith

638 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 240 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
638
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
DZ Bank
376
DZ Bank
Germany
$410K
CRC
377
Curi RMB Capital
Illinois
$409K
SFSG
378
Sound Financial Strategies Group
Mississippi
$401K
BAM
379
Bosun Asset Management
Illinois
$401K
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$388K
ABLA
381
Alan B. Lancz & Associates
Ohio
$388K
Ensign Peak Advisors
382
Ensign Peak Advisors
Utah
$387K
FFA
383
Founders Financial Alliance
North Carolina
$375K
GWMR
384
GC Wealth Management RIA
Massachusetts
$374K
MFS
385
Mirabella Financial Services
United Kingdom
$372K
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$370K
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$370K
WI
388
WBI Investments
New Jersey
$368K
KA
389
KLCM Advisors
Wisconsin
$361K
NB
390
Norinchukin Bank
Japan
$352K
NMERB
391
New Mexico Educational Retirement Board
New Mexico
$351K
GT
392
Greenleaf Trust
Michigan
$350K
PWM
393
Perigon Wealth Management
California
$348K
OAC
394
OMERS Administration Corp
Ontario, Canada
$342K
EI
395
Ethic Inc
New York
$340K
HWAM
396
Hennion & Walsh Asset Management
New Jersey
$340K
KCP
397
Kera Capital Partners
California
$336K
AWA
398
Aaron Wealth Advisors
Illinois
$335K
FIA
399
FNY Investment Advisers
New York
$334K
BHPW
400
Beverly Hills Private Wealth
California
$333K