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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
BHWM
626
Bay Harbor Wealth Management
Maryland
$668 +$203 +3 +43%
RWM
627
Rialto Wealth Management
New York
$602 +$135 +2 +29%
HIA
628
HFM Investment Advisors
New Jersey
$536
CFM
629
Cornerstone Financial Management
Massachusetts
$535 +$541 +8 New
OC
630
Optima Capital
Oregon
$535 +$541 +8 New
SWM
631
SHP Wealth Management
Massachusetts
$535 +$541 +8 New
TFM
632
TFC Financial Management
Massachusetts
$471
BGAI
633
Bruce G. Allen Investments
Colorado
$468
DF
634
Dunhill Financial
United Kingdom
$448 +$338 +5 +250%
CW
635
Curio Wealth
Maryland
$340 +$338 +5 New
RF
636
Rossby Financial
Florida
$334 +$338 +5 New
VWA
637
Valued Wealth Advisors
Utah
$274
QWM
638
Quaker Wealth Management
New Jersey
$268 +$68 +1 +33%
SWA
639
SOA Wealth Advisors
New York
$144
CPG
640
Cornerstone Planning Group
New Jersey
$139 +$135 +2 New
PWAM
641
Private Wealth Asset Management
Iowa
$134
SA
642
Seneschal Advisors
Washington
$134
Qube Research & Technologies (QRT)
643
Qube Research & Technologies (QRT)
United Kingdom
-$32.8M -446,996 Closed
Alyeska Investment Group
644
Alyeska Investment Group
Illinois
-$9.18M -125,030 Closed
Point72 Asset Management
645
Point72 Asset Management
Connecticut
-$6.03M -82,190 Closed
LIP
646
Lighthouse Investment Partners
Florida
-$4.7M -64,052 Closed
Jane Street
647
Jane Street
New York
-$3.73M -55,195 Closed
Adage Capital Partners
648
Adage Capital Partners
Massachusetts
-$3.6M -48,992 Closed
Fisher Asset Management
649
Fisher Asset Management
Washington
-$2.91M -39,598 Closed
SSA
650
Schonfeld Strategic Advisors
New York
-$2.83M -38,603 Closed