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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
BCV
501
Banque Cantonale Vaudoise
Switzerland
$126K – – –
FFA
502
Farther Finance Advisors
California
$121K +$40.8K +571 +53%
AG
503
AmeriFlex Group
Nevada
$120K +$65.7K +921 +129%
ST
504
Smithfield Trust
Pennsylvania
$115K – – –
S
505
SignatureFD
Georgia
$107K +$3.35K +47 +3%
HNB
506
Huntington National Bank
Ohio
$98.7K +$31.6K +443 +49%
UB
507
UMB Bank
Missouri
$96.1K +$1.93K +27 +2%
Hudson Bay Capital Management
508
Hudson Bay Capital Management
Connecticut
$94.9K -$4.87M -68,190 -98%
EWA
509
EverSource Wealth Advisors
Alabama
$83K +$11.9K +167 +17%
PA
510
Parallel Advisors
California
$81.3K +$7.14K +100 +10%
AA
511
Addison Advisors
Vermont
$80.5K +$143 +2 +0.2%
PTC
512
Private Trust Company
Ohio
$77.1K +$928 +13 +1%
ERSOT
513
Employees Retirement System of Texas
Texas
$72K – – –
IA
514
IFP Advisors
Florida
$68.6K -$96.4K -1,351 -59%
BLC
515
Brown, Lisle/Cummings
Rhode Island
$67.5K – – –
AF
516
Allworth Financial
California
$63.9K +$12.3K +173 +25%
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57.4K +$44.6K +625 +398%
RA
518
Ransom Advisory
Rhode Island
$54.3K – – –
ACM
519
Aster Capital Management
United Arab Emirates
$52.9K +$20.4K +286 +66%
OIA
520
Optimum Investment Advisors
Illinois
$50.5K – – –
PS
521
Principal Securities
Iowa
$49K -$357 -5 -0.7%
TC
522
Truvestments Capital
Florida
$46.2K +$214 +3 +0.5%
TWD
523
True Wealth Design
Ohio
$45K +$12K +168 +38%
RIM
524
Rakuten Investment Management
Japan
$44.6K +$38.2K +535 New
Group One Trading
525
Group One Trading
Illinois
$38.8K +$37.7K +528 New
19 20
21
22 23

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.