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A.O. Smith

643 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, 225 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 61

10.43% more ownership

Funds ownership: 92.8%103.23% (+10%)

2% more funds holding

Funds holding: 629643 (+14)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

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
643
Holders Change
+14
Holders Change %
+2.23%
% of All Funds
7.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
90
Increased
241
Reduced
225
Closed
61
Calls
$28M
Puts
$45.7M
Net Calls
-$17.7M
Net Calls Change
-$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
601
Altshuler Shaham
Israel
$4.08K +$135 +2 +3%
PP
602
PFS Partners
New Jersey
$3.85K +$68 +1 +2%
CT
603
Colonial Trust
South Carolina
$3.71K +$3.11K +46 +460%
FFO
604
Fortitude Family Office
Arizona
$3.68K -$4.93K -73 -57%
BWL
605
Bogart Wealth LLC
Virginia
$3.28K
BWA
606
Basecamp Wealth Advisors
Washington
$3.21K +$3.24K +48 New
GKIM
607
GW&K Investment Management
Massachusetts
$3K +$1.49K +22 +96%
TFA
608
Transamerica Financial Advisors
Florida
$2.75K -$1.22K -18 -31%
RA
609
Rational Advisors
New York
$2.48K -$338 -5 -12%
ZBNA
610
Zions Bancorporation, National Association
Utah
$2.41K -$608 -9 -20%
SWM
611
Spire Wealth Management
Virginia
$2.27K +$743 +11 +48%
WWA
612
Wealth Watch Advisors
Colorado
$1.74K +$1.08K +16 +160%
HHMI
613
Howard Hughes Medical Institute
Maryland
$1.67K
PWMG
614
Private Wealth Management Group
New Jersey
$1.67K
PWA
615
Principia Wealth Advisory
Texas
$1.6K +$811 +12 +100%
DPW
616
DiNuzzo Private Wealth
Pennsylvania
$1.54K +$68 +1 +5%
PWA
617
Physician Wealth Advisors
Utah
$1.34K -$811 -12 -38%
BCWM
618
Bartlett & Co Wealth Management
Ohio
$1.07K +$946 +14 +700%
YDMI
619
Y.D. More Investments
Israel
$1.02K +$329K +4,868 New
AF
620
Advisornet Financial
Minnesota
$869
AGWCA
621
Annis Gardner Whiting Capital Advisors
Florida
$803
EW
622
Elyxium Wealth
California
$803 +$811 +12 New
AFC
623
Ares Financial Consulting
California
$736 +$743 +11 New
CT
624
Clearstead Trust
Maine
$669 -$3.78K -56 -85%
AWM
625
Activest Wealth Management
Florida
$669 -$1.82K -27 -73%