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A.O. Smith

638 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 240 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)

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
638
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
ACM
526
Aster Capital Management
United Arab Emirates
$43.4K
LFG
527
Larson Financial Group
Missouri
$43K
TC
528
Truvestments Capital
Florida
$42.4K
RA
529
Ransom Advisory
Rhode Island
$41.5K
EI
530
eCIO Inc
Wisconsin
$36.9K
Los Angeles Capital Management
531
Los Angeles Capital Management
California
$35.5K
RIL
532
Rothschild Investment LLC
Illinois
$33K
TH
533
TCTC Holdings
Texas
$32.8K
EPIM
534
Evelyn Partners Investment Management
$32.8K
WT
535
Whittier Trust
California
$32.7K
RFP
536
Root Financial Partners
California
$32.2K
EBA
537
Eagle Bay Advisors
New York
$31.5K
TM
538
Torren Management
California
$30.9K
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$30.4K
CA
540
Centerpoint Advisors
Massachusetts
$29K
TPCW
541
TD Private Client Wealth
New York
$28.6K
WETS
542
Wealth Enhancement Trust Services
South Dakota
$28.6K
CFD
543
Creative Financial Designs
Indiana
$26.4K
BCV
544
Banque Cantonale Vaudoise
Switzerland
$26K
VIS
545
Vega Investment Solutions
France
$24.8K
GIM
546
Groesbeck Investment Management
New Jersey
$24K
OL
547
OneFund LLC
Florida
$23.7K
CSP
548
Cary Street Partners
Virginia
$23.4K
TCOV
549
Trust Company of Vermont
Vermont
$23.4K
RMC
550
Resources Management Corp
Connecticut
$23K