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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
CPA
476
Cardiff Park Advisors
California
$207K +$1.15K +17 +0.6%
MSA
477
MUFG Securities Americas
New York
$204K -$1.89K -28 -0.9%
SMDAM
478
Sumitomo Mitsui DS Asset Management
Japan
$202K
WANY
479
Wealthspire Advisors (New York)
New York
$202K +$45.5K +674 +29%
EPW
480
Evolve Private Wealth
California
$202K +$204K +3,014 New
JIC
481
Joel Isaacson & Co
New York
$201K -$16.9K -250 -8%
SAM
482
Securian Asset Management
Minnesota
$200K -$165K -2,442 -45%
CPCPP
483
Canada Post Corporation Pension Plan
Canada
$184K +$41.2K +610 +29%
SO
484
STRS Ohio
Ohio
$182K +$338 +5 +0.2%
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
$167K
AssetMark Inc
486
AssetMark Inc
California
$164K +$2.23K +33 +1%
SAM
487
Smartleaf Asset Management
Massachusetts
$162K +$137K +2,030 +561%
SDIC
488
South Dakota Investment Council
South Dakota
$154K -$6.76K -100 -4%
Federated Hermes
489
Federated Hermes
Pennsylvania
$153K +$122K +1,805 +370%
C
490
Covestor
United Kingdom
$152K -$3.38K -50 -2%
FHC
491
First Horizon Corporation
Tennessee
$151K -$37.1K -549 -20%
KAS
492
Kestra Advisory Services
Texas
$143K +$144K +2,134 New
RS
493
Rakuten Securities
Japan
$140K +$141K +2,082 +11,567%
Optiver Holding
494
Optiver Holding
Netherlands
$131K +$133K +1,965 New
IA
495
IFP Advisors
Florida
$130K +$68.5K +1,013 +108%
GRP
496
Global Retirement Partners
California
$127K +$4.53K +67 +4%
QL
497
Quarry LP
New York
$117K -$291K -4,310 -71%
PA
498
Parallel Advisors
California
$117K +$43.1K +638 +58%
PWPS
499
Pinnacle Wealth Planning Services
Ohio
$117K +$118K +1,743 New
QCG
500
Quadrant Capital Group
Ohio
$115K -$10.5K -155 -8%