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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
KF
401
Krilogy Financial
Missouri
$328K
CCM
402
Cullen Capital Management
New York
$326K
FG
403
Foster Group
Iowa
$326K
LIM
404
Longfellow Investment Management
Massachusetts
$325K
Macquarie Group
405
Macquarie Group
Australia
$324K
GM
406
GeoWealth Management
Illinois
$324K
PCM
407
Penserra Capital Management
California
$318K
FA
408
Faithward Advisors
Pennsylvania
$315K
Asset Management One
409
Asset Management One
Japan
$314K
RWB
410
RMR Wealth Builders
New Jersey
$314K
MSE
411
MUFG Securities EMEA
United Kingdom
$314K
LP
412
LMR Partners
United Kingdom
$311K
Brown Advisory
413
Brown Advisory
Maryland
$310K
MFG
414
Merit Financial Group
Georgia
$309K
HWM
415
HB Wealth Management
Georgia
$309K
ECM
416
Everence Capital Management
Indiana
$308K
PGWA
417
Plus Group Wealth Advisors
Wisconsin
$306K
GWP
418
Gen-Wealth Partners
Michigan
$305K
SB
419
Simmons Bank
Arkansas
$301K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K
EF
421
Empirical Finance
Pennsylvania
$299K
First Manhattan
422
First Manhattan
New York
$297K
BAAM
423
Baker Avenue Asset Management
California
$296K
HIP
424
HUB Investment Partners
Texas
$291K
CWA
425
Clearview Wealth Advisors
Oregon
$289K