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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
FIA
401
FNY Investment Advisers
New York
$334K
BHPW
402
Beverly Hills Private Wealth
California
$333K
Allspring Global Investments
403
Allspring Global Investments
North Carolina
$333K
KF
404
Krilogy Financial
Missouri
$328K
CCM
405
Cullen Capital Management
New York
$326K
FG
406
Foster Group
Iowa
$326K
LIM
407
Longfellow Investment Management
Massachusetts
$325K
Macquarie Group
408
Macquarie Group
Australia
$324K
GM
409
GeoWealth Management
Illinois
$324K
PCM
410
Penserra Capital Management
California
$318K
FA
411
Faithward Advisors
Pennsylvania
$315K
Asset Management One
412
Asset Management One
Japan
$314K
RWB
413
RMR Wealth Builders
New Jersey
$314K
MSE
414
MUFG Securities EMEA
United Kingdom
$314K
LP
415
LMR Partners
United Kingdom
$311K
Brown Advisory
416
Brown Advisory
Maryland
$310K
MFG
417
Merit Financial Group
Georgia
$309K
HWM
418
HB Wealth Management
Georgia
$309K
ECM
419
Everence Capital Management
Indiana
$308K
PGWA
420
Plus Group Wealth Advisors
Wisconsin
$306K
GWP
421
Gen-Wealth Partners
Michigan
$305K
SB
422
Simmons Bank
Arkansas
$301K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K
EF
424
Empirical Finance
Pennsylvania
$299K
First Manhattan
425
First Manhattan
New York
$297K