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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
Nomura Asset Management
26
Nomura Asset Management
Japan
$78.9M +$2.93M +43,320 +4%
Charles Schwab
27
Charles Schwab
California
$73.8M -$215K -3,189 -0.3%
BTW
28
Boston Trust Walden
Massachusetts
$72M +$8.8M +130,159 +14%
Natixis Advisors
29
Natixis Advisors
Massachusetts
$68.4M +$47.5M +703,186 +220%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$59.4M +$6.06M +89,612 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$56.9M +$14.7M +216,856 +34%
Amundi
32
Amundi
France
$56.8M -$4.15M -61,429 -7%
VF
33
Vest Financial
Virginia
$54.3M -$413K -6,119 -0.7%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$45.2M -$8.68M -128,453 -16%
Wells Fargo
35
Wells Fargo
California
$44.6M +$7.21M +106,740 +19%
Renaissance Technologies
36
Renaissance Technologies
New York
$42.3M +$15.2M +224,800 +55%
KBC Group
37
KBC Group
Belgium
$40.8M -$3.85M -56,963 -9%
WF
38
Welch & Forbes
Massachusetts
$39.2M -$641K -9,492 -2%
JP Morgan Chase
39
JP Morgan Chase
New York
$38.2M -$6.44M -95,323 -14%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38M -$738K -10,926 -2%
UBS AM
41
UBS AM
Illinois
$36.9M -$5.83M -86,282 -14%
QCM
42
Quantinno Capital Management
New York
$35.7M +$6.86M +101,454 +23%
Voloridge Investment Management
43
Voloridge Investment Management
Florida
$35M +$24.6M +363,499 +228%
SIC
44
Schwartz Investment Counsel
Michigan
$34.5M -$5.07M -75,000 -13%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$34.2M +$3.51M +52,006 +11%
CIBC Asset Management
46
CIBC Asset Management
Ontario, Canada
$33.2M +$24.6M +363,858 +274%
Legal & General Group
47
Legal & General Group
United Kingdom
$32.7M -$2.5M -37,070 -7%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$30.4M +$30.7M +454,100 New
ECSS
49
Eurizon Capital SGR SpA
$30.2M +$30.5M +451,033 New
Marshall Wace
50
Marshall Wace
United Kingdom
$29.7M +$13.5M +199,692 +82%