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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
CSP
551
Cary Street Partners
Virginia
$23.4K -$10.4K -154 -31%
TCOV
552
Trust Company of Vermont
Vermont
$23.4K
RMC
553
Resources Management Corp
Connecticut
$23K
PFBT
554
Parkside Financial Bank & Trust
Missouri
$22.8K +$6.62K +98 +40%
LSA
555
Leonteq Securities AG
Switzerland
$21.5K +$1.82K +27 +9%
BONH
556
Bank of New Hampshire
New Hampshire
$21.4K
VWWMG
557
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
WWM
558
Wolff Wiese Magana
California
$21.3K
SIM
559
Sentry Investment Management
Wisconsin
$21K
CH
560
Cromwell Holdings
Wyoming
$20.6K
CA
561
CoreCap Advisors
Michigan
$20.2K +$10.1K +150 +99%
FNWA
562
Financial Network Wealth Advisors
Utah
$20.1K
CAL
563
Capital Advisors Ltd
Ohio
$20K
IWP
564
IAG Wealth Partners
Wisconsin
$17.5K +$17.6K +261 New
OWP
565
ORG Wealth Partners
Texas
$17.3K -$338 -5 -2%
WIM
566
Westside Investment Management
California
$16.3K
TFGT
567
TS Financial Group (TSFG)
Illinois
$15K +$135 +2 +0.9%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.4K -$38.2K -566 -72%
WTC
569
WhitTier Trust Company
Nevada
$14.4K
HI
570
Harbour Investments
Wisconsin
$14.2K -$135 -2 -0.9%
NFSG
571
Newbridge Financial Services Group
Florida
$13.4K
FHA
572
Flagship Harbor Advisors
Massachusetts
$12.9K +$13K +193 New
SL
573
Salomon & Ludwin
Virginia
$12.5K +$12.3K +182 New
LI
574
LRI Investments
Florida
$11.8K
JWA
575
JFS Wealth Advisors
Pennsylvania
$11.4K +$1.89K +28 +20%