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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
LSA
551
Leonteq Securities AG
Switzerland
$21.7K +$785 +11 +4%
OWP
552
ORG Wealth Partners
Texas
$19.3K -$66.4K -931 -78%
SPIA
553
Steward Partners Investment Advisory
New York
$18.3K -$3.21K -45 -15%
PFBT
554
Parkside Financial Bank & Trust
Missouri
$17.8K -$357 -5 -2%
WIM
555
Westside Investment Management
California
$17.4K +$8.49K +119 +100%
TFGT
556
TS Financial Group (TSFG)
Illinois
$17K +$71 +1 +0.4%
HI
557
Harbour Investments
Wisconsin
$15.7K – – –
WTC
558
WhitTier Trust Company
Nevada
$15.4K – – –
HWM
559
Hemington Wealth Management
Virginia
$15K +$856 +12 +6%
NFSG
560
Newbridge Financial Services Group
Florida
$14.7K -$6.42K -90 -31%
SSG
561
Summit Securities Group
New York
$14.5K +$8.56K +120 +154%
LI
562
LRI Investments
Florida
$13K – – –
DIP
563
DT Investment Partners
Pennsylvania
$12K – – –
AIM
564
Anchor Investment Management
South Carolina
$11.7K +$10.7K +150 +1,500%
CA
565
CoreCap Advisors
Michigan
$11.2K +$71 +1 +0.7%
EP
566
Essential Partners
California
$10.5K +$1.28K +18 +14%
KFI
567
Key Financial Inc
Pennsylvania
$10.5K – – –
JWA
568
JFS Wealth Advisors
Pennsylvania
$10.4K -$4.71K -66 -32%
HIA
569
Harbor Investment Advisory
Maryland
$10.4K – – –
FFO
570
Fortitude Family Office
Arizona
$9.4K – – –
HFS
571
Hantz Financial Services
Michigan
$8K +$6.71K +94 +495%
FMP
572
Financial Management Professionals
Texas
$7.49K – – –
NS
573
NBC Securities
Alabama
$7.34K – – –
OP
574
ORG Partners
Indiana
$7K +$143 +2 +2%
CFO
575
CVA Family Office
Colorado
$6.97K – – –
21 22
23
24 25

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.