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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
LSA
551
Leonteq Securities AG
Switzerland
$21.5K
VWWMG
552
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
WWM
553
Wolff Wiese Magana
California
$21.3K
SIM
554
Sentry Investment Management
Wisconsin
$21K
CH
555
Cromwell Holdings
Wyoming
$20.6K
CA
556
CoreCap Advisors
Michigan
$20.2K
FNWA
557
Financial Network Wealth Advisors
Utah
$20.1K
CAL
558
Capital Advisors Ltd
Ohio
$20K
IWP
559
IAG Wealth Partners
Wisconsin
$17.5K
OWP
560
ORG Wealth Partners
Texas
$17.3K
WIM
561
Westside Investment Management
California
$16.3K
TFGT
562
TS Financial Group (TSFG)
Illinois
$15K
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.4K
WTC
564
WhitTier Trust Company
Nevada
$14.4K
HI
565
Harbour Investments
Wisconsin
$14.2K
NFSG
566
Newbridge Financial Services Group
Florida
$13.4K
FHA
567
Flagship Harbor Advisors
Massachusetts
$12.9K
SL
568
Salomon & Ludwin
Virginia
$12.5K
LI
569
LRI Investments
Florida
$11.8K
JWA
570
JFS Wealth Advisors
Pennsylvania
$11.4K
SSG
571
Summit Securities Group
New York
$11.2K
DIP
572
DT Investment Partners
Pennsylvania
$11K
AIM
573
Anchor Investment Management
South Carolina
$10.7K
DE
574
DV Equities
Illinois
$10.6K
KFI
575
Key Financial Inc
Pennsylvania
$9.56K