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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
SIC
526
SJS Investment Consulting
Ohio
$38.5K +$36.6K +513 +4,275%
CA
527
Clearstead Advisors
Ohio
$37.7K +$6.35K +89 +21%
CSP
528
Cary Street Partners
Virginia
$37K +$36K +504 New
QC
529
Quent Capital
New York
$36.7K +$35.6K +499 New
TH
530
TCTC Holdings
Texas
$36K – – –
EPIM
531
Evelyn Partners Investment Management
$36K – – –
Federated Hermes
532
Federated Hermes
Pennsylvania
$35.8K -$1.28K -18 -4%
LFG
533
Larson Financial Group
Missouri
$35.8K +$14.1K +197 +68%
WT
534
Whittier Trust
California
$35K -$3.92K -55 -10%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$34.6K +$571 +8 +2%
RFP
536
Root Financial Partners
California
$33.4K +$32.5K +455 New
TPCW
537
TD Private Client Wealth
New York
$32.6K -$143 -2 -0.4%
CA
538
Centerpoint Advisors
Massachusetts
$32K – – –
RIL
539
Rothschild Investment LLC
Illinois
$28.4K +$26.8K +375 +3,125%
SAM
540
Smartleaf Asset Management
Massachusetts
$26.3K +$5.35K +75 +26%
RMC
541
Resources Management Corp
Connecticut
$26K – – –
TCOV
542
Trust Company of Vermont
Vermont
$25.7K – – –
OL
543
OneFund LLC
Florida
$24.5K +$714 +10 +3%
VWWMG
544
Vermillion & White Wealth Management Group
Pennsylvania
$23.5K -$19.7K -276 -46%
BONH
545
Bank of New Hampshire
New Hampshire
$23.5K -$6.49K -91 -22%
WWM
546
Wolff Wiese Magana
California
$23.4K – – –
SIM
547
Sentry Investment Management
Wisconsin
$23K -$6.49K -91 -22%
CH
548
Cromwell Holdings
Wyoming
$22.6K – – –
FNWA
549
Financial Network Wealth Advisors
Utah
$22K – – –
CAL
550
Capital Advisors Ltd
Ohio
$22K – – –
20 21
22
23 24

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.