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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
Amundi
26
Amundi
France
$66.7M -$44.7M -627,033 -41%
VF
27
Vest Financial
Virginia
$60M -$5.65M -79,118 -9%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$59M -$537K -7,520 -0.9%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$58.6M +$34.9M +489,230 +158%
Goldman Sachs
30
Goldman Sachs
New York
$56.6M -$32.1M -449,128 -37%
KBC Group
31
KBC Group
Belgium
$48.9M -$29.6M -414,585 -38%
JP Morgan Chase
32
JP Morgan Chase
New York
$48.9M +$9.93M +139,117 +26%
AQR Capital Management
33
AQR Capital Management
Connecticut
$48.6M +$13.4M +188,380 +40%
UBS AM
34
UBS AM
Illinois
$46.8M -$9.83M -137,677 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
35
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.5M +$38M +532,875 +530%
Millennium Management
36
Millennium Management
New York
$46M -$75.8M -1,061,715 -63%
WF
37
Welch & Forbes
Massachusetts
$43.7M -$66.7K -935 -0.2%
SIC
38
Schwartz Investment Counsel
Michigan
$43.3M – – –
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5M -$160K -2,240 -0.4%
Wells Fargo
40
Wells Fargo
California
$41.2M +$999K +14,003 +3%
Deutsche Bank
41
Deutsche Bank
Germany
$40.9M +$12M +168,370 +43%
Legal & General Group
42
Legal & General Group
United Kingdom
$38.6M +$740K +10,364 +2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$33.7M +$4.3M +60,186 +15%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$32.8M -$18.8M -263,720 -37%
QCM
45
Quantinno Capital Management
New York
$31.7M +$11.7M +163,492 +61%
Fidelity International
46
Fidelity International
Bermuda
$31.3M -$9.07M -127,074 -23%
Renaissance Technologies
47
Renaissance Technologies
New York
$29.9M -$14.8M -207,200 -34%
NC
48
Nicholas Company
Wisconsin
$28.7M -$12.5K -175 -0%
BAM
49
Berkshire Asset Management
Pennsylvania
$28.5M +$1.07M +15,060 +4%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$26.2M -$24.3M -340,036 -49%
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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.