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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
BAAM
426
Baker Avenue Asset Management
California
$296K
HIP
427
HUB Investment Partners
Texas
$291K
CWA
428
Clearview Wealth Advisors
Oregon
$289K
DC
429
Davenport & Co
Virginia
$288K
MOS
430
MGO One Seven
Ohio
$288K
PFG
431
PAX Financial Group
Texas
$286K
CCA
432
Childress Capital Advisors
Texas
$285K
GT
433
Glenmede Trust
Pennsylvania
$285K
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$281K
SPIA
435
Steward Partners Investment Advisory
New York
$278K
ACA
436
Aptus Capital Advisors
Alabama
$278K
SMA
437
Sage Mountain Advisors
Georgia
$277K
VSQM
438
V-Square Quantitative Management
Illinois
$275K
GHA
439
GW Henssler & Associates
Georgia
$272K
AIA
440
AssuredPartners Investment Advisors
Florida
$268K
BRWM
441
Blue Rock Wealth Management
North Carolina
$268K
LCWP
442
Legacy Capital Wealth Partners
Arkansas
$266K
FT
443
Fiduciary Trust
Massachusetts
$265K
IMCOOI
444
Investment Management Corp of Ontario (IMCO)
Canada
$263K
NDSIB
445
North Dakota State Investment Board
North Dakota
$261K
NB
446
Nicolet Bankshares
Wisconsin
$261K
Simplex Trading
447
Simplex Trading
Illinois
$258K
CL
448
Choreo LLC
Illinois
$257K
NW
449
NewEdge Wealth
Pennsylvania
$257K
GI
450
GAMMA Investing
California
$251K