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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
NB
401
Norinchukin Bank
Japan
$386K -$18.2K -255 -5%
NMERB
402
New Mexico Educational Retirement Board
New Mexico
$385K -$21.4K -300 -5%
D.E. Shaw & Co
403
D.E. Shaw & Co
New York
$384K -$20.2M -283,710 -98%
SLAM
404
Swiss Life Asset Management
$380K -$366K -5,124 -50%
BHPW
405
Beverly Hills Private Wealth
California
$378K -$11.8K -165 -3%
HWAM
406
Hennion & Walsh Asset Management
New Jersey
$373K
Allspring Global Investments
407
Allspring Global Investments
North Carolina
$368K -$12.7K -178 -3%
AAS
408
Ameritas Advisory Services
Nebraska
$367K +$81.1K +1,136 +29%
Northwestern Mutual Wealth Management
409
Northwestern Mutual Wealth Management
Wisconsin
$367K +$7.71K +108 +2%
PFG
410
PAX Financial Group
Texas
$365K -$67.7K -949 -16%
NA
411
NewEdge Advisors
Louisiana
$362K +$8.35K +117 +2%
SG
412
Sienna Gestion
France
$360K
KF
413
Krilogy Financial
Missouri
$358K +$387K +5,422 New
LIM
414
Longfellow Investment Management
Massachusetts
$357K
MAS
415
Meeder Advisory Services
Ohio
$353K +$72.4K +1,014 +27%
CC
416
Chicago Capital
Illinois
$352K +$357 +5 +0.1%
SAI
417
Savvy Advisors Inc
New York
$345K +$43.5K +609 +15%
RWB
418
RMR Wealth Builders
New Jersey
$344K +$1.43K +20 +0.4%
FA
419
Faithward Advisors
Pennsylvania
$344K +$4.35K +61 +1%
EF
420
Empirical Finance
Pennsylvania
$342K +$2.71K +38 +0.8%
M&T Bank
421
M&T Bank
New York
$341K -$54.7K -767 -14%
MAM
422
MMA Asset Management
Pennsylvania
$340K +$330K +4,625 New
CL
423
Choreo LLC
Illinois
$337K +$65.1K +912 +25%
Asset Management One
424
Asset Management One
Japan
$335K +$20.8K +291 +7%
ICM
425
IMS Capital Management
Oregon
$332K -$57.1K -800 -15%

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.