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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
PFBT
551
Parkside Financial Bank & Trust
Missouri
$22.8K
LSA
552
Leonteq Securities AG
Switzerland
$21.5K
BONH
553
Bank of New Hampshire
New Hampshire
$21.4K
VWWMG
554
Vermillion & White Wealth Management Group
Pennsylvania
$21.4K
WWM
555
Wolff Wiese Magana
California
$21.3K
SIM
556
Sentry Investment Management
Wisconsin
$21K
CH
557
Cromwell Holdings
Wyoming
$20.6K
CA
558
CoreCap Advisors
Michigan
$20.2K
FNWA
559
Financial Network Wealth Advisors
Utah
$20.1K
CAL
560
Capital Advisors Ltd
Ohio
$20K
IWP
561
IAG Wealth Partners
Wisconsin
$17.5K
OWP
562
ORG Wealth Partners
Texas
$17.3K
WIM
563
Westside Investment Management
California
$16.3K
TFGT
564
TS Financial Group (TSFG)
Illinois
$15K
JFGIW
565
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.4K
WTC
566
WhitTier Trust Company
Nevada
$14.4K
HI
567
Harbour Investments
Wisconsin
$14.2K
NFSG
568
Newbridge Financial Services Group
Florida
$13.4K
FHA
569
Flagship Harbor Advisors
Massachusetts
$12.9K
SL
570
Salomon & Ludwin
Virginia
$12.5K
LI
571
LRI Investments
Florida
$11.8K
JWA
572
JFS Wealth Advisors
Pennsylvania
$11.4K
SSG
573
Summit Securities Group
New York
$11.2K
DIP
574
DT Investment Partners
Pennsylvania
$11K
AIM
575
Anchor Investment Management
South Carolina
$10.7K