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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
FIA
401
FNY Investment Advisers
New York
$334K +$338K +5,000 New
BHPW
402
Beverly Hills Private Wealth
California
$333K -$11.4K -169 -3%
Allspring Global Investments
403
Allspring Global Investments
North Carolina
$333K -$10.8K -160 -3%
KF
404
Krilogy Financial
Missouri
$328K -$54.3K -803 -15%
CCM
405
Cullen Capital Management
New York
$326K +$67.7K +1,002 +26%
FG
406
Foster Group
Iowa
$326K -$26.7K -395 -7%
LIM
407
Longfellow Investment Management
Massachusetts
$325K
Macquarie Group
408
Macquarie Group
Australia
$324K +$154K +2,281 +89%
GM
409
GeoWealth Management
Illinois
$324K +$112K +1,659 +52%
PCM
410
Penserra Capital Management
California
$318K +$25.8K +382 +9%
FA
411
Faithward Advisors
Pennsylvania
$315K +$1.55K +23 +0.5%
Asset Management One
412
Asset Management One
Japan
$314K +$3.58K +53 +1%
RWB
413
RMR Wealth Builders
New Jersey
$314K
MSE
414
MUFG Securities EMEA
United Kingdom
$314K +$169K +2,502 +114%
LP
415
LMR Partners
United Kingdom
$311K -$497K -7,353 -61%
Brown Advisory
416
Brown Advisory
Maryland
$310K +$314K +4,641 New
MFG
417
Merit Financial Group
Georgia
$309K +$312K +4,622 New
HWM
418
HB Wealth Management
Georgia
$309K +$111K +1,640 +55%
ECM
419
Everence Capital Management
Indiana
$308K +$311K +4,603 New
PGWA
420
Plus Group Wealth Advisors
Wisconsin
$306K +$309K +4,570 New
GWP
421
Gen-Wealth Partners
Michigan
$305K -$169K -2,496 -35%
SB
422
Simmons Bank
Arkansas
$301K -$182K -2,700 -38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K -$2.84K -42 -0.9%
EF
424
Empirical Finance
Pennsylvania
$299K -$12.4K -184 -4%
First Manhattan
425
First Manhattan
New York
$297K