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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
SLAM
376
Swiss Life Asset Management
$415K
SAI
377
Savvy Advisors Inc
New York
$415K
DZ Bank
378
DZ Bank
Germany
$410K
CRC
379
Curi RMB Capital
Illinois
$409K
SFSG
380
Sound Financial Strategies Group
Mississippi
$401K
BAM
381
Bosun Asset Management
Illinois
$401K
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$388K
ABLA
383
Alan B. Lancz & Associates
Ohio
$388K
Ensign Peak Advisors
384
Ensign Peak Advisors
Utah
$387K
FFA
385
Founders Financial Alliance
North Carolina
$375K
GWMR
386
GC Wealth Management RIA
Massachusetts
$374K
MFS
387
Mirabella Financial Services
United Kingdom
$372K
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$370K
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$370K
WI
390
WBI Investments
New Jersey
$368K
KA
391
KLCM Advisors
Wisconsin
$361K
NB
392
Norinchukin Bank
Japan
$352K
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$351K
GT
394
Greenleaf Trust
Michigan
$350K
PWM
395
Perigon Wealth Management
California
$348K
OAC
396
OMERS Administration Corp
Ontario, Canada
$342K
EI
397
Ethic Inc
New York
$340K
HWAM
398
Hennion & Walsh Asset Management
New Jersey
$340K
KCP
399
Kera Capital Partners
California
$336K
AWA
400
Aaron Wealth Advisors
Illinois
$335K