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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
DE
576
DV Equities
Illinois
$10.6K
KFI
577
Key Financial Inc
Pennsylvania
$9.56K
HIA
578
Harbor Investment Advisory
Maryland
$9.5K
EWP
579
Elevation Wealth Partners
California
$8.49K
SAG
580
SageView Advisory Group
California
$7.69K
FAMI
581
Fideuram Asset Management (Ireland)
$7.06K
FMP
582
Financial Management Professionals
Texas
$6.82K
NS
583
NBC Securities
Alabama
$6.69K
MCM
584
Manchester Capital Management
Vermont
$6.62K
CFO
585
CVA Family Office
Colorado
$6.35K
CWP
586
Clark Wealth Partners
Illinois
$6.35K
JSAM
587
J. Safra Asset Management
New York
$6.15K
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$5.75K
MCM
589
MV Capital Management
Maryland
$5.62K
BIA
590
Bell Investment Advisors
California
$5.42K
GBT
591
Grove Bank & Trust
Florida
$5.28K
OP
592
ORG Partners
Indiana
$5.08K
LIA
593
Luken Investment Analytics
Tennessee
$4.95K
MAFA
594
MJT & Associates Financial Advisory
Minnesota
$4.42K
AP
595
Aspect Partners
Virginia
$4.37K
KFAS
596
Keating Financial Advisory Services
Kansas
$4.21K
AS
597
Altshuler Shaham
Israel
$4.08K
PP
598
PFS Partners
New Jersey
$3.85K
CT
599
Colonial Trust
South Carolina
$3.71K
FFO
600
Fortitude Family Office
Arizona
$3.68K