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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
FFA
501
Farther Finance Advisors
California
$109K -$1.22K -18 -1%
ST
502
Smithfield Trust
Pennsylvania
$105K
EWA
503
EverSource Wealth Advisors
Alabama
$104K +$28.2K +418 +37%
AT
504
Arlington Trust
Alabama
$100K -$515K -7,623 -84%
AF
505
Allworth Financial
California
$94.6K +$36.8K +544 +62%
UB
506
UMB Bank
Missouri
$86.7K -$878 -13 -1%
HNB
507
Huntington National Bank
Ohio
$86.3K -$3.65K -54 -4%
EP
508
Essential Partners
California
$86.2K +$77.4K +1,146 +801%
S
509
SignatureFD
Georgia
$85.3K -$12.6K -186 -13%
PTC
510
Private Trust Company
Ohio
$84.6K +$14.5K +215 +20%
TSMHT
511
Thurston Springer Miller Herd & Titak
Indiana
$81.7K +$80.3K +1,188 +3,600%
FCAS
512
First Command Advisory Services
Texas
$80.8K +$81.6K +1,208 New
TE
513
Tema ETFs
New York
$74.9K +$75.7K +1,120 New
AA
514
Addison Advisors
Vermont
$72.2K -$1.15K -17 -2%
ANBT
515
American National Bank & Trust
Texas
$71.5K -$422K -6,251 -85%
AAP
516
Arax Advisory Partners
Colorado
$70.6K -$1.09M -16,188 -94%
AA
517
Ancora Advisors
Ohio
$69.1K +$64.3K +951 +1,160%
ERSOT
518
Employees Retirement System of Texas
Texas
$65K
BLC
519
Brown, Lisle/Cummings
Rhode Island
$61.5K
CA
520
Clearstead Advisors
Ohio
$55.8K +$21.7K +321 +63%
Group One Trading
521
Group One Trading
Illinois
$55.4K +$20.3K +300 +57%
AG
522
AmeriFlex Group
Nevada
$54.9K -$54.9K -813 -50%
DB
523
Danske Bank
Denmark
$53.5K -$834K -12,337 -94%
SIC
524
SJS Investment Consulting
Ohio
$52.4K +$17.4K +258 +49%
HFS
525
Hantz Financial Services
Michigan
$50K +$42.9K +635 +562%