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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
MYAM
651
Meiji Yasuda Asset Management
Japan
– -$615K -9,380 Closed
PMAM
652
Picton Mahoney Asset Management
Ontario, Canada
– -$612K -9,328 Closed
SRL
653
Scientech Research LLC
New Jersey
– -$603K -9,203 Closed
AI
654
Atom Investors
Texas
– -$571K -8,715 Closed
RPI
655
Railway Pension Investments
United Kingdom
– -$538K -8,200 Closed
PIM
656
Plato Investment Management
Australia
– -$513K -7,847 Closed
VF
657
Virtu Financial
New York
– -$478K -7,287 Closed
DTL
658
Dynamic Technology Lab
Singapore
– -$475K -7,239 Closed
FAIM
659
Financial Advocates Investment Management
Washington
– -$462K -7,040 Closed
BAM
660
Blueshift Asset Management
New Jersey
– -$439K -6,688 Closed
DWP
661
Daymark Wealth Partners
Ohio
– -$401K -6,108 Closed
EC
662
EntryPoint Capital
New York
– -$400K -6,106 Closed
SAM
663
Shell Asset Management
Netherlands
– -$383K -5,844 Closed
AP
664
Advisors Preferred
Maryland
– -$379K -5,592 Closed
Skandinaviska Enskilda Banken (SEB)
665
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$316K -4,823 Closed
Walleye Trading
666
Walleye Trading
New York
– -$300K -4,197 Closed
RBI
667
Raiffeisen Bank International
Austria
– -$253K -3,886 Closed
VSQM
668
V-Square Quantitative Management
Illinois
– -$249K -3,798 Closed
MPM
669
MBB Public Markets
Illinois
– -$242K -3,694 Closed
AA
670
Advisory Alpha
Michigan
– -$236K -3,600 Closed
BPA
671
Beacon Pointe Advisors
California
– -$227K -3,465 Closed
CM
672
Capula Management
Cayman Islands
– -$220K -3,348 Closed
PD
673
Point72 (DIFC)
United Arab Emirates
– -$218K -3,323 Closed
OF
674
Optimize Financial
California
– -$212K -3,226 Closed
Brown Advisory
675
Brown Advisory
Maryland
– -$208K -3,176 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.