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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
RWM
626
Rialto Wealth Management
New York
$602
HIA
627
HFM Investment Advisors
New Jersey
$536
SWM
628
SHP Wealth Management
Massachusetts
$535
OC
629
Optima Capital
Oregon
$535
CFM
630
Cornerstone Financial Management
Massachusetts
$535
TFM
631
TFC Financial Management
Massachusetts
$471
BGAI
632
Bruce G. Allen Investments
Colorado
$468
DF
633
Dunhill Financial
United Kingdom
$448
CW
634
Curio Wealth
Maryland
$340
RF
635
Rossby Financial
Florida
$334
VWA
636
Valued Wealth Advisors
Utah
$274
QWM
637
Quaker Wealth Management
New Jersey
$268
SWA
638
SOA Wealth Advisors
New York
$144
CPG
639
Cornerstone Planning Group
New Jersey
$139
PWAM
640
Private Wealth Asset Management
Iowa
$134
SA
641
Seneschal Advisors
Washington
$134
Qube Research & Technologies (QRT)
642
Qube Research & Technologies (QRT)
United Kingdom
Alyeska Investment Group
643
Alyeska Investment Group
Illinois
Point72 Asset Management
644
Point72 Asset Management
Connecticut
LIP
645
Lighthouse Investment Partners
Florida
Jane Street
646
Jane Street
New York
Adage Capital Partners
647
Adage Capital Partners
Massachusetts
Fisher Asset Management
648
Fisher Asset Management
Washington
SSA
649
Schonfeld Strategic Advisors
New York
IFU
650
iSAM Funds (UK)
United Kingdom