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A.O. Smith
AOS

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: 630 → 629 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$113M
3
American Century Companies
American Century Companies
Missouri
+$80.5M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$38M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$34.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$75.8M
2
Amundi
Amundi
France
-$44.7M
3
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$43.1M
4
Goldman Sachs
Goldman Sachs
New York
-$32.1M
5
State Street
State Street
Massachusetts
-$31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
451
GW Henssler & Associates
Georgia
$273K +$265K +3,717 New
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$267K -$4.71K -66 -2%
HR
453
Hardy Reed
Mississippi
$266K – – –
HIP
454
HUB Investment Partners
Texas
$265K +$257K +3,605 New
JSW
455
Journey Strategic Wealth
New Jersey
$264K +$256K +3,593 New
BBVA
456
Banco Bilbao Vizcaya Argentaria
Spain
$261K +$254K +3,561 New
PFM
457
Patton Fund Management
Texas
$249K – – –
Tudor Investment Corp
458
Tudor Investment Corp
Connecticut
$245K -$14.1M -198,029 -98%
FPAS
459
Focus Partners Advisor Solutions
Missouri
$244K +$257K +3,600 New
DC
460
Davenport & Co
Virginia
$244K -$1.64K -23 -0.7%
WPC
461
Wedmont Private Capital
Pennsylvania
$241K -$6K -84 -2%
JIC
462
Joel Isaacson & Co
New York
$239K – – –
GWM
463
Gitterman Wealth Management
New Jersey
$238K +$129K +1,812 +127%
GM
464
GeoWealth Management
Illinois
$234K -$500 -7 -0.2%
HI
465
Hudock Inc
Pennsylvania
$233K +$1.07K +15 +0.5%
PFS
466
Prospera Financial Services
Texas
$230K +$5.64K +79 +3%
PF
467
Phoenix Financial
Israel
$230K -$785 -11 -0.4%
VCM
468
Versant Capital Management
Arizona
$230K +$5.92K +83 +3%
MSA
469
MUFG Securities Americas
New York
$226K +$36.1K +506 +20%
CPA
470
Cardiff Park Advisors
California
$226K +$999 +14 +0.5%
MFIM
471
Mesirow Financial Investment Management
Illinois
$224K +$218K +3,055 New
DBIA
472
Dumont & Blake Investment Advisors
New Jersey
$223K +$217K +3,038 New
SMDAM
473
Sumitomo Mitsui DS Asset Management
Japan
$222K -$11.4K -160 -5%
CI
474
CX Institutional
Indiana
$221K +$153K +2,147 +247%
SCI
475
S&CO Inc
Massachusetts
$219K +$213K +2,990 New
17 18
19
20 21

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.