AOS icon

A.O. Smith

642 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, 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
642
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
AS
601
Altshuler Shaham
Israel
$4.08K
PP
602
PFS Partners
New Jersey
$3.85K
CT
603
Colonial Trust
South Carolina
$3.71K
FFO
604
Fortitude Family Office
Arizona
$3.68K
BWL
605
Bogart Wealth LLC
Virginia
$3.28K
GKIM
606
GW&K Investment Management
Massachusetts
$3K
TFA
607
Transamerica Financial Advisors
Florida
$2.75K
RA
608
Rational Advisors
New York
$2.48K
ZBNA
609
Zions Bancorporation, National Association
Utah
$2.41K
SWM
610
Spire Wealth Management
Virginia
$2.27K
WWA
611
Wealth Watch Advisors
Colorado
$1.74K
HHMI
612
Howard Hughes Medical Institute
Maryland
$1.67K
PWMG
613
Private Wealth Management Group
New Jersey
$1.67K
PWA
614
Principia Wealth Advisory
Texas
$1.6K
DPW
615
DiNuzzo Private Wealth
Pennsylvania
$1.54K
PWA
616
Physician Wealth Advisors
Utah
$1.34K
BCWM
617
Bartlett & Co Wealth Management
Ohio
$1.07K
YDMI
618
Y.D. More Investments
Israel
$1.02K
AF
619
Advisornet Financial
Minnesota
$869
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$803
EW
621
Elyxium Wealth
California
$803
AFC
622
Ares Financial Consulting
California
$736
CT
623
Clearstead Trust
Maine
$669
AWM
624
Activest Wealth Management
Florida
$669
BHWM
625
Bay Harbor Wealth Management
Maryland
$668