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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
SMDAM
476
Sumitomo Mitsui DS Asset Management
Japan
$202K
WANY
477
Wealthspire Advisors (New York)
New York
$202K
EPW
478
Evolve Private Wealth
California
$202K
JIC
479
Joel Isaacson & Co
New York
$201K
SAM
480
Securian Asset Management
Minnesota
$200K
CPCPP
481
Canada Post Corporation Pension Plan
Canada
$184K
SO
482
STRS Ohio
Ohio
$182K
Bank Julius Baer & Co
483
Bank Julius Baer & Co
Switzerland
$167K
AssetMark Inc
484
AssetMark Inc
California
$164K
SAM
485
Smartleaf Asset Management
Massachusetts
$162K
SDIC
486
South Dakota Investment Council
South Dakota
$154K
Federated Hermes
487
Federated Hermes
Pennsylvania
$153K
C
488
Covestor
United Kingdom
$152K
FHC
489
First Horizon Corporation
Tennessee
$151K
KAS
490
Kestra Advisory Services
Texas
$143K
RS
491
Rakuten Securities
Japan
$140K
Optiver Holding
492
Optiver Holding
Netherlands
$131K
IA
493
IFP Advisors
Florida
$130K
GRP
494
Global Retirement Partners
California
$127K
QL
495
Quarry LP
New York
$117K
PA
496
Parallel Advisors
California
$117K
PWPS
497
Pinnacle Wealth Planning Services
Ohio
$117K
QCG
498
Quadrant Capital Group
Ohio
$115K
FFA
499
Farther Finance Advisors
California
$109K
ST
500
Smithfield Trust
Pennsylvania
$105K