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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
PWAM
626
Private Wealth Asset Management
Iowa
$147 – – –
SA
627
Seneschal Advisors
Washington
$147 +$143 +2 New
NC
628
North Capital
Utah
$73 +$71 +1 New
Norges Bank
629
Norges Bank
Norway
– -$91.9M -1,402,144 Closed
TC
630
TwinBeech Capital
New York
– -$14M -213,627 Closed
Two Sigma Advisers
631
Two Sigma Advisers
New York
– -$4.85M -74,000 Closed
NRD
632
Nebula Research & Development
New York
– -$4.43M -67,510 Closed
Nordea Investment Management
633
Nordea Investment Management
Sweden
– -$3.42M -52,327 Closed
WP
634
Woodline Partners
California
– -$3.28M -50,040 Closed
Two Sigma Investments
635
Two Sigma Investments
New York
– -$3.12M -47,636 Closed
OQS
636
Occudo Quantitative Strategies
Florida
– -$2.88M -43,855 Closed
MF
637
Magnetar Financial
Illinois
– -$2.84M -43,271 Closed
EF
638
Empowered Funds
Pennsylvania
– -$2.54M -38,761 Closed
CAU
639
Caxton Associates (UK)
– -$2.07M -31,546 Closed
LAM
640
LECAP Asset Management
United Kingdom
– -$1.82M -27,755 Closed
CC
641
Centiva Capital
New York
– -$1.56M -23,757 Closed
AIM
642
Aigen Investment Management
New York
– -$1.29M -19,709 Closed
Axa
643
Axa
France
– -$1.21M -18,432 Closed
QC
644
Quantessence Capital
New York
– -$1.16M -17,708 Closed
1C
645
111 Capital
France
– -$1.03M -15,736 Closed
IG
646
ING Group
Netherlands
– -$1M -15,295 Closed
VIG
647
Vienna Insurance Group
Poland
– -$850K -12,961 Closed
BC
648
Bridgefront Capital
Texas
– -$826K -12,598 Closed
CFM
649
Catalyst Funds Management
Australia
– -$631K -9,625 Closed
FC
650
FORA Capital
Florida
– -$627K -9,566 Closed
24 25
26
27 28

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.