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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
HIA
576
Harbor Investment Advisory
Maryland
$9.5K
EWP
577
Elevation Wealth Partners
California
$8.49K
SAG
578
SageView Advisory Group
California
$7.69K
FAMI
579
Fideuram Asset Management (Ireland)
$7.06K
FMP
580
Financial Management Professionals
Texas
$6.82K
NS
581
NBC Securities
Alabama
$6.69K
MCM
582
Manchester Capital Management
Vermont
$6.62K
CFO
583
CVA Family Office
Colorado
$6.35K
CWP
584
Clark Wealth Partners
Illinois
$6.35K
JSAM
585
J. Safra Asset Management
New York
$6.15K
FMII
586
Farmers & Merchants Investments Inc
Nebraska
$5.75K
MCM
587
MV Capital Management
Maryland
$5.62K
BIA
588
Bell Investment Advisors
California
$5.42K
GBT
589
Grove Bank & Trust
Florida
$5.28K
OP
590
ORG Partners
Indiana
$5.08K
LIA
591
Luken Investment Analytics
Tennessee
$4.95K
MAFA
592
MJT & Associates Financial Advisory
Minnesota
$4.42K
AP
593
Aspect Partners
Virginia
$4.37K
KFAS
594
Keating Financial Advisory Services
Kansas
$4.21K
AS
595
Altshuler Shaham
Israel
$4.08K
PP
596
PFS Partners
New Jersey
$3.85K
CT
597
Colonial Trust
South Carolina
$3.71K
FFO
598
Fortitude Family Office
Arizona
$3.68K
BWL
599
Bogart Wealth LLC
Virginia
$3.28K
GKIM
600
GW&K Investment Management
Massachusetts
$3K