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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
SLAM
376
Swiss Life Asset Management
$415K +$69.6K +1,030 +20%
SAI
377
Savvy Advisors Inc
New York
$415K +$102K +1,507 +32%
DZ Bank
378
DZ Bank
Germany
$410K +$415K +6,135 New
CRC
379
Curi RMB Capital
Illinois
$409K +$413K +6,119 New
SFSG
380
Sound Financial Strategies Group
Mississippi
$401K +$406K +6,002 New
BAM
381
Bosun Asset Management
Illinois
$401K
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$388K -$13.5K -200 -3%
ABLA
383
Alan B. Lancz & Associates
Ohio
$388K
Ensign Peak Advisors
384
Ensign Peak Advisors
Utah
$387K -$678K -10,030 -63%
FFA
385
Founders Financial Alliance
North Carolina
$375K +$10.5K +155 +3%
GWMR
386
GC Wealth Management RIA
Massachusetts
$374K -$298K -4,409 -44%
MFS
387
Mirabella Financial Services
United Kingdom
$372K +$376K +5,558 New
MSRPS
388
Maryland State Retirement & Pension System
Maryland
$370K
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$370K +$6.22K +92 +2%
WI
390
WBI Investments
New Jersey
$368K +$372K +5,505 New
KA
391
KLCM Advisors
Wisconsin
$361K +$365K +5,400 New
NB
392
Norinchukin Bank
Japan
$352K +$405 +6 +0.1%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$351K
GT
394
Greenleaf Trust
Michigan
$350K -$20.3K -301 -5%
PWM
395
Perigon Wealth Management
California
$348K +$352K +5,203 New
OAC
396
OMERS Administration Corp
Ontario, Canada
$342K -$743K -11,000 -68%
EI
397
Ethic Inc
New York
$340K -$60.7K -898 -15%
HWAM
398
Hennion & Walsh Asset Management
New Jersey
$340K
KCP
399
Kera Capital Partners
California
$336K +$309K +4,566 New
AWA
400
Aaron Wealth Advisors
Illinois
$335K -$61.6K -911 -15%