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A.O. Smith

635 hedge funds and large institutions have $7.81B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 239 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)

2% less capital invested

Capital invested by funds: $7.93B → $7.81B (-$119M)

39% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.7M

Holders
635
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
WANY
476
Wealthspire Advisors (New York)
New York
$202K
EPW
477
Evolve Private Wealth
California
$202K
JIC
478
Joel Isaacson & Co
New York
$201K
SAM
479
Securian Asset Management
Minnesota
$200K
CPCPP
480
Canada Post Corporation Pension Plan
Canada
$184K
SO
481
STRS Ohio
Ohio
$182K
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$167K
AssetMark Inc
483
AssetMark Inc
California
$164K
SAM
484
Smartleaf Asset Management
Massachusetts
$162K
SDIC
485
South Dakota Investment Council
South Dakota
$154K
Federated Hermes
486
Federated Hermes
Pennsylvania
$153K
C
487
Covestor
United Kingdom
$152K
FHC
488
First Horizon Corporation
Tennessee
$151K
KAS
489
Kestra Advisory Services
Texas
$143K
RS
490
Rakuten Securities
Japan
$140K
Optiver Holding
491
Optiver Holding
Netherlands
$131K
IA
492
IFP Advisors
Florida
$130K
GRP
493
Global Retirement Partners
California
$127K
QL
494
Quarry LP
New York
$117K
PA
495
Parallel Advisors
California
$117K
PWPS
496
Pinnacle Wealth Planning Services
Ohio
$117K
QCG
497
Quadrant Capital Group
Ohio
$115K
FFA
498
Farther Finance Advisors
California
$109K
ST
499
Smithfield Trust
Pennsylvania
$105K
EWA
500
EverSource Wealth Advisors
Alabama
$104K