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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
RS
601
Rakuten Securities
Japan
$1.32K +$1.28K +18 New
WCM
602
Winthrop Capital Management
Indiana
$1K – – –
CCM
603
Cloud Capital Management
Washington
$1K +$1.93K +27 New
AF
604
Advisornet Financial
Minnesota
$954 – – –
AGWCA
605
Annis Gardner Whiting Capital Advisors
Florida
$881 -$214 -3 -20%
PWA
606
Principia Wealth Advisory
Texas
$881 – – –
CFD
607
Creative Financial Designs
Indiana
$815 – – –
CT
608
Colonial Trust
South Carolina
$734 – – –
WWA
609
Wealth Watch Advisors
Colorado
$734 +$714 +10 New
TCB
610
Texas Capital Bancshares
Texas
$661 +$642 +9 New
HIA
611
HFM Investment Advisors
New Jersey
$587 -$71 -1 -11%
TFM
612
TFC Financial Management
Massachusetts
$517 – – –
BGAI
613
Bruce G. Allen Investments
Colorado
$514 – – –
RA
614
Rise Advisors
New York
$514 – – –
RWM
615
Rialto Wealth Management
New York
$514 +$143 +2 +40%
NSIM
616
North Star Investment Management
Illinois
$514 +$500 +7 New
BHWM
617
Bay Harbor Wealth Management
Maryland
$513 +$71 +1 +17%
AT
618
Avalon Trust
New Mexico
$368 +$357 +5 New
PG
619
Proffitt & Goodson
Tennessee
$368 +$357 +5 New
VWA
620
Valued Wealth Advisors
Utah
$299 – – –
QWM
621
Quaker Wealth Management
New Jersey
$221 – – –
NMG
622
New Millennium Group
Utah
$220 +$214 +3 New
DF
623
Dunhill Financial
United Kingdom
$172 -$71 -1 -33%
SWA
624
SOA Wealth Advisors
New York
$157 -$20.7K -290 -99%
BCWM
625
Bartlett & Co Wealth Management
Ohio
$147 -$3.57K -50 -96%
23 24
25
26 27

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.