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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
SSG
576
Summit Securities Group
New York
$11.2K -$2.03K -30 -15%
DIP
577
DT Investment Partners
Pennsylvania
$11K
AIM
578
Anchor Investment Management
South Carolina
$10.7K
DE
579
DV Equities
Illinois
$10.6K +$10.7K +158 New
KFI
580
Key Financial Inc
Pennsylvania
$9.56K
HIA
581
Harbor Investment Advisory
Maryland
$9.5K
EWP
582
Elevation Wealth Partners
California
$8.49K +$7.16K +106 +505%
SAG
583
SageView Advisory Group
California
$7.69K +$7.77K +115 New
FAMI
584
Fideuram Asset Management (Ireland)
$7.06K +$6.96K +103 New
FMP
585
Financial Management Professionals
Texas
$6.82K
NS
586
NBC Securities
Alabama
$6.69K
MCM
587
Manchester Capital Management
Vermont
$6.62K -$282K -4,174 -98%
CWP
588
Clark Wealth Partners
Illinois
$6.35K
CFO
589
CVA Family Office
Colorado
$6.35K
JSAM
590
J. Safra Asset Management
New York
$6.15K +$6.22K +92 New
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$5.75K
MCM
592
MV Capital Management
Maryland
$5.62K -$68 -1 -1%
BIA
593
Bell Investment Advisors
California
$5.42K -$608 -9 -10%
GBT
594
Grove Bank & Trust
Florida
$5.28K
OP
595
ORG Partners
Indiana
$5.08K -$1.22K -18 -19%
LIA
596
Luken Investment Analytics
Tennessee
$4.95K +$5K +74 New
BW
597
Bravera Wealth
North Dakota
$4.68K +$4.73K +70 New
MAFA
598
MJT & Associates Financial Advisory
Minnesota
$4.42K
AP
599
Aspect Partners
Virginia
$4.37K
KFAS
600
Keating Financial Advisory Services
Kansas
$4.21K +$4.26K +63 New