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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
TFA
601
Transamerica Financial Advisors
Florida
$2.75K
RA
602
Rational Advisors
New York
$2.48K
ZBNA
603
Zions Bancorporation, National Association
Utah
$2.41K
SWM
604
Spire Wealth Management
Virginia
$2.27K
WWA
605
Wealth Watch Advisors
Colorado
$1.74K
HHMI
606
Howard Hughes Medical Institute
Maryland
$1.67K
PWMG
607
Private Wealth Management Group
New Jersey
$1.67K
PWA
608
Principia Wealth Advisory
Texas
$1.6K
DPW
609
DiNuzzo Private Wealth
Pennsylvania
$1.54K
PWA
610
Physician Wealth Advisors
Utah
$1.34K
BCWM
611
Bartlett & Co Wealth Management
Ohio
$1.07K
YDMI
612
Y.D. More Investments
Israel
$1.02K
AF
613
Advisornet Financial
Minnesota
$869
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$803
EW
615
Elyxium Wealth
California
$803
AFC
616
Ares Financial Consulting
California
$736
CT
617
Clearstead Trust
Maine
$669
AWM
618
Activest Wealth Management
Florida
$669
BHWM
619
Bay Harbor Wealth Management
Maryland
$668
RWM
620
Rialto Wealth Management
New York
$602
HIA
621
HFM Investment Advisors
New Jersey
$536
OC
622
Optima Capital
Oregon
$535
CFM
623
Cornerstone Financial Management
Massachusetts
$535
TFM
624
TFC Financial Management
Massachusetts
$471
BGAI
625
Bruce G. Allen Investments
Colorado
$468