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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
SA
451
Sovran Advisors
California
$246K
BBVA
452
Banco Bilbao Vizcaya Argentaria
Spain
$244K
HR
453
Hardy Reed
Mississippi
$243K
IWC
454
Integrated Wealth Concepts
Massachusetts
$243K
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$242K
VT
456
Vise Technologies
New York
$234K
WPC
457
Wedmont Private Capital
Pennsylvania
$230K
AAS
458
Ameritas Advisory Services
Nebraska
$228K
Bessemer Group
459
Bessemer Group
New Jersey
$227K
PFM
460
Patton Fund Management
Texas
$227K
EWM
461
Empirical Wealth Management
Washington
$224K
SCP
462
Sivia Capital Partners
California
$218K
PFS
463
Prospera Financial Services
Texas
$218K
CI
464
CX Institutional
Indiana
$215K
HI
465
Hudock Inc
Pennsylvania
$214K
CIA
466
Caerus Investment Advisors
Texas
$212K
TRCT
467
Tower Research Capital (TRC)
New York
$211K
CSPIA
468
Cary Street Partners Investment Advisory
Virginia
$211K
YIH
469
Y-Intercept (HK)
Hong Kong
$211K
FPH
470
Financial Planning Hawaii
Hawaii
$210K
PF
471
Phoenix Financial
Israel
$209K
SFG
472
SevenBridge Financial Group
Pennsylvania
$209K
AFG
473
Atomi Financial Group
New York
$207K
CPA
474
Cardiff Park Advisors
California
$207K
MSA
475
MUFG Securities Americas
New York
$204K