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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
BIA
576
Bell Investment Advisors
California
$6.61K – – –
CWP
577
Clark Wealth Partners
Illinois
$6.35K – – –
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$6.31K – – –
MCM
579
MV Capital Management
Maryland
$6.24K -$571 -8 -9%
AA
580
Ancora Advisors
Ohio
$6.02K – – –
GBT
581
Grove Bank & Trust
Florida
$5.8K – – –
CT
582
Clearstead Trust
Maine
$4.85K +$3.21K +45 +214%
MAFA
583
MJT & Associates Financial Advisory
Minnesota
$4.85K +$4.71K +66 New
AP
584
Aspect Partners
Virginia
$4.79K – – –
AS
585
Altshuler Shaham
Israel
$4.33K -$357 -5 -8%
TFA
586
Transamerica Financial Advisors
Florida
$4.27K +$4.14K +58 +5,800%
PP
587
PFS Partners
New Jersey
$4.2K – – –
BWL
588
Bogart Wealth LLC
Virginia
$3.6K – – –
ZBNA
589
Zions Bancorporation, National Association
Utah
$3.3K +$856 +12 +36%
RA
590
Rational Advisors
New York
$3.08K -$2.14K -30 -42%
HWA
591
Heartwood Wealth Advisors
Virginia
$3.08K +$3K +42 New
AWM
592
Activest Wealth Management
Florida
$2.72K +$143 +2 +6%
TSMHT
593
Thurston Springer Miller Herd & Titak
Indiana
$2.42K -$496K -6,944 -100%
PWA
594
Physician Wealth Advisors
Utah
$2.35K +$928 +13 +68%
GKIM
595
GW&K Investment Management
Massachusetts
$2K – – –
PWMG
596
Private Wealth Management Group
New Jersey
$1.84K – – –
HHMI
597
Howard Hughes Medical Institute
Maryland
$1.83K – – –
SWM
598
Spire Wealth Management
Virginia
$1.69K -$2.5K -35 -60%
DPW
599
DiNuzzo Private Wealth
Pennsylvania
$1.57K +$143 +2 +10%
EWP
600
Elevation Wealth Partners
California
$1.54K +$1.5K +21 New
22 23
24
25 26

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.