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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
BAAM
426
Baker Avenue Asset Management
California
$296K +$3.58K +53 +1%
HIP
427
HUB Investment Partners
Texas
$291K +$50.3K +744 +21%
CWA
428
Clearview Wealth Advisors
Oregon
$289K -$13.8K -204 -5%
DC
429
Davenport & Co
Virginia
$288K +$67K +991 +30%
MOS
430
MGO One Seven
Ohio
$288K +$291K +4,302 New
PFG
431
PAX Financial Group
Texas
$286K -$47.8K -708 -14%
CCA
432
Childress Capital Advisors
Texas
$285K +$288K +4,267 New
GT
433
Glenmede Trust
Pennsylvania
$285K +$288K +4,267 New
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$281K +$8.58K +127 +3%
SPIA
435
Steward Partners Investment Advisory
New York
$278K +$264K +3,905 +1,568%
ACA
436
Aptus Capital Advisors
Alabama
$278K -$137K -2,021 -33%
SMA
437
Sage Mountain Advisors
Georgia
$277K -$169K -2,506 -38%
VSQM
438
V-Square Quantitative Management
Illinois
$275K +$278K +4,109 New
GHA
439
GW Henssler & Associates
Georgia
$272K +$24.1K +357 +10%
AIA
440
AssuredPartners Investment Advisors
Florida
$268K +$271K +4,011 New
BRWM
441
Blue Rock Wealth Management
North Carolina
$268K
LCWP
442
Legacy Capital Wealth Partners
Arkansas
$266K +$6.01K +89 +2%
FT
443
Fiduciary Trust
Massachusetts
$265K -$7.43K -110 -3%
IMCOOI
444
Investment Management Corp of Ontario (IMCO)
Canada
$263K
NDSIB
445
North Dakota State Investment Board
North Dakota
$261K +$264K +3,909 New
NB
446
Nicolet Bankshares
Wisconsin
$261K
Simplex Trading
447
Simplex Trading
Illinois
$258K -$350K -5,175 -57%
CL
448
Choreo LLC
Illinois
$257K -$53.4K -790 -17%
NW
449
NewEdge Wealth
Pennsylvania
$257K +$259K +3,839 New
GI
450
GAMMA Investing
California
$251K -$17.4K -257 -6%