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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
LFG
526
Larson Financial Group
Missouri
$43K
TC
527
Truvestments Capital
Florida
$42.4K
RA
528
Ransom Advisory
Rhode Island
$41.5K
EI
529
eCIO Inc
Wisconsin
$36.9K
Los Angeles Capital Management
530
Los Angeles Capital Management
California
$35.5K
RIL
531
Rothschild Investment LLC
Illinois
$33K
TH
532
TCTC Holdings
Texas
$32.8K
EPIM
533
Evelyn Partners Investment Management
$32.8K
WT
534
Whittier Trust
California
$32.7K
RFP
535
Root Financial Partners
California
$32.2K
EBA
536
Eagle Bay Advisors
New York
$31.5K
TM
537
Torren Management
California
$30.9K
Loomis, Sayles & Company
538
Loomis, Sayles & Company
Massachusetts
$30.4K
CA
539
Centerpoint Advisors
Massachusetts
$29K
TPCW
540
TD Private Client Wealth
New York
$28.6K
WETS
541
Wealth Enhancement Trust Services
South Dakota
$28.6K
CFD
542
Creative Financial Designs
Indiana
$26.4K
BCV
543
Banque Cantonale Vaudoise
Switzerland
$26K
VIS
544
Vega Investment Solutions
France
$24.8K
GIM
545
Groesbeck Investment Management
New Jersey
$24K
OL
546
OneFund LLC
Florida
$23.7K
CSP
547
Cary Street Partners
Virginia
$23.4K
TCOV
548
Trust Company of Vermont
Vermont
$23.4K
RMC
549
Resources Management Corp
Connecticut
$23K
PFBT
550
Parkside Financial Bank & Trust
Missouri
$22.8K