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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
CWA
426
Clearview Wealth Advisors
Oregon
$332K -$8.99K -126 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
427
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$332K -$8.14K -114 -2%
First Manhattan
428
First Manhattan
New York
$326K +$85.6K +1,200 +37%
BAAM
429
Baker Avenue Asset Management
California
$321K +$312K +4,378 New
PCM
430
Penserra Capital Management
California
$320K +$500 +7 +0.2%
AV
431
ASR Vermogensbeheer
Netherlands
$317K -$3.57K -50 -1%
SCM
432
Stevens Capital Management
Pennsylvania
$314K -$399K -5,594 -57%
MCM
433
Manchester Capital Management
Vermont
$314K +$297K +4,166 +3,893%
JWCA
434
J.W. Cole Advisors
Florida
$308K -$6.57K -92 -2%
GIM
435
Glenmede Investment Management
Pennsylvania
$299K +$29.5K +414 +11%
Envestnet Portfolio Solutions
436
Envestnet Portfolio Solutions
Illinois
$299K -$5.71K -80 -2%
FT
437
Fiduciary Trust
Massachusetts
$299K +$13.8K +193 +5%
TSS
438
Two Sigma Securities
New York
$297K +$289K +4,048 New
GI
439
GAMMA Investing
California
$295K +$56.5K +792 +25%
BRWM
440
Blue Rock Wealth Management
North Carolina
$294K
Bessemer Group
441
Bessemer Group
New Jersey
$292K +$7.14K +100 +3%
SFG
442
SevenBridge Financial Group
Pennsylvania
$290K -$68.3K -957 -18%
IMCOOI
443
Investment Management Corp of Ontario (IMCO)
Canada
$289K -$1.31M -18,424 -82%
NB
444
Nicolet Bankshares
Wisconsin
$286K
LCWP
445
Legacy Capital Wealth Partners
Arkansas
$285K -$6.07K -85 -2%
CCM
446
Cullen Capital Management
New York
$284K
PEAK6
447
PEAK6
Illinois
$282K -$644K -9,021 -70%
JFG
448
Jefferies Financial Group
New York
$281K +$273K +3,827 New
MMA
449
Mizuho Markets Americas
New York
$280K +$1.21K +17 +0.4%
PAM
450
Parvin Asset Management
South Dakota
$274K +$244K +3,425 +1,105%

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.