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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
HWM
476
HB Wealth Management
Georgia
$218K +$212K +2,974 New
TW
477
Trajan Wealth
Arizona
$216K -$17.4K -244 -8%
PAS
478
Park Avenue Securities
New York
$213K +$207K +2,904 New
FFM
479
Forum Financial Management
Illinois
$212K +$206K +2,885 New
GAM
480
GEM Asset Management
Michigan
$211K -$7.14K -100 -3%
CAMG
481
CWA Asset Management Group
Florida
$210K +$204K +2,859 New
PAG
482
Private Advisor Group
New Jersey
$208K +$203K +2,839 New
FC
483
Farringdon Capital
United Kingdom
$206K +$200K +2,808 New
FHC
484
First Horizon Corporation
Tennessee
$206K +$200K +2,806 New
PI
485
PFG Investments
New York
$204K +$198K +2,775 New
WG
486
Welch Group
Alabama
$202K +$197K +2,754 New
Lido Advisors
487
Lido Advisors
California
$200K -$568K -7,962 -74%
NICM
488
Neo Ivy Capital Management
New York
$200K +$194K +2,724 New
SO
489
STRS Ohio
Ohio
$199K -$3.28K -46 -2%
Macquarie Group
490
Macquarie Group
Australia
$188K -$75.2K -1,054 -29%
Bank Julius Baer & Co
491
Bank Julius Baer & Co
Switzerland
$184K – – –
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$178K +$173K +2,429 New
AssetMark Inc
493
AssetMark Inc
California
$178K +$121K +1,690 +232%
SDIC
494
South Dakota Investment Council
South Dakota
$176K -$21.4K -300 -11%
WANY
495
Wealthspire Advisors (New York)
New York
$172K -$54.3K -761 -24%
C
496
Covestor
United Kingdom
$171K -$51.1K -716 -24%
MSE
497
MUFG Securities EMEA
United Kingdom
$161K +$131K +1,839 +528%
CPCPP
498
Canada Post Corporation Pension Plan
Canada
$155K +$64.2K +900 +73%
QCG
499
Quadrant Capital Group
Ohio
$137K +$133K +1,868 New
GRP
500
Global Retirement Partners
California
$134K -$3.14K -44 -2%
18 19
20
21 22

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.