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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
QC
526
Quent Capital
New York
$45.7K +$12.4K +184 +37%
TWD
527
True Wealth Design
Ohio
$44.7K +$3.72K +55 +9%
BC
528
Bayforest Capital
United Kingdom
$43.7K -$646K -9,558 -94%
ACM
529
Aster Capital Management
United Arab Emirates
$43.4K -$4.8K -71 -10%
LFG
530
Larson Financial Group
Missouri
$43K +$10.5K +155 +32%
TC
531
Truvestments Capital
Florida
$42.4K +$203 +3 +0.5%
RA
532
Ransom Advisory
Rhode Island
$41.5K -$8.11K -120 -16%
EI
533
eCIO Inc
Wisconsin
$36.9K +$37.2K +551 New
Los Angeles Capital Management
534
Los Angeles Capital Management
California
$35.5K +$36K +532 New
RIL
535
Rothschild Investment LLC
Illinois
$33K +$7.23K +107 +28%
TH
536
TCTC Holdings
Texas
$32.8K
EPIM
537
Evelyn Partners Investment Management
$32.8K
WT
538
Whittier Trust
California
$32.7K
RFP
539
Root Financial Partners
California
$32.2K +$1.76K +26 +6%
EBA
540
Eagle Bay Advisors
New York
$31.5K +$31.8K +471 New
TM
541
Torren Management
California
$30.9K +$31.3K +463 New
Loomis, Sayles & Company
542
Loomis, Sayles & Company
Massachusetts
$30.4K -$1.15K -17 -4%
CA
543
Centerpoint Advisors
Massachusetts
$29K
TPCW
544
TD Private Client Wealth
New York
$28.6K -$1.08K -16 -4%
WETS
545
Wealth Enhancement Trust Services
South Dakota
$28.6K +$28.9K +427 New
CFD
546
Creative Financial Designs
Indiana
$26.4K +$25.9K +383 +3,482%
BCV
547
Banque Cantonale Vaudoise
Switzerland
$26K -$90.1K -1,333 -77%
VIS
548
Vega Investment Solutions
France
$24.8K +$25.1K +371 New
GIM
549
Groesbeck Investment Management
New Jersey
$24K +$24.3K +360 New
OL
550
OneFund LLC
Florida
$23.7K +$1.35K +20 +6%