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A.O. Smith

638 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 240 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
638
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
Allspring Global Investments
401
Allspring Global Investments
North Carolina
$333K
KF
402
Krilogy Financial
Missouri
$328K
CCM
403
Cullen Capital Management
New York
$326K
FG
404
Foster Group
Iowa
$326K
LIM
405
Longfellow Investment Management
Massachusetts
$325K
Macquarie Group
406
Macquarie Group
Australia
$324K
GM
407
GeoWealth Management
Illinois
$324K
PCM
408
Penserra Capital Management
California
$318K
FA
409
Faithward Advisors
Pennsylvania
$315K
Asset Management One
410
Asset Management One
Japan
$314K
RWB
411
RMR Wealth Builders
New Jersey
$314K
MSE
412
MUFG Securities EMEA
United Kingdom
$314K
LP
413
LMR Partners
United Kingdom
$311K
Brown Advisory
414
Brown Advisory
Maryland
$310K
MFG
415
Merit Financial Group
Georgia
$309K
HWM
416
HB Wealth Management
Georgia
$309K
ECM
417
Everence Capital Management
Indiana
$308K
PGWA
418
Plus Group Wealth Advisors
Wisconsin
$306K
GWP
419
Gen-Wealth Partners
Michigan
$305K
SB
420
Simmons Bank
Arkansas
$301K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
421
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$300K
EF
422
Empirical Finance
Pennsylvania
$299K
First Manhattan
423
First Manhattan
New York
$297K
BAAM
424
Baker Avenue Asset Management
California
$296K
HIP
425
HUB Investment Partners
Texas
$291K