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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
AAS
676
Annex Advisory Services
Wisconsin
– -$206K -3,141 Closed
Walleye Capital
677
Walleye Capital
New York
– -$201K -3,067 Closed
APA
678
Astoria Portfolio Advisors
New York
– -$221K -2,985 Closed
Canada Pension Plan Investment Board
679
Canada Pension Plan Investment Board
Ontario, Canada
– -$157K -2,400 Closed
BIG
680
Brooklyn Investment Group
New York
– -$83.7K -1,276 Closed
HT
681
Headlands Technologies
Illinois
– -$72.4K -1,104 Closed
SO
682
Sierra Ocean
California
– -$7.46K -113 Closed
SC
683
SouthState Corp
Florida
– -$4.98K -76 Closed
TPWA
684
Twin Peaks Wealth Advisors
California
– -$3.92K -55 Closed
KIM
685
Kestra Investment Management
Texas
– -$3.4K -52 Closed
TIM
686
Total Investment Management
Arizona
– -$2.62K -40 Closed
KIG
687
Kessler Investment Group
Indiana
– -$2.36K -36 Closed
WA
688
Whipplewood Advisors
Colorado
– -$2.36K -36 Closed
OA
689
Operose Advisors
Wisconsin
– -$656 -10 Closed
NC
690
NewSquare Capital
Pennsylvania
– -$590 -9 Closed
HFS
691
Horizon Financial Services
North Carolina
– -$459 -7 Closed
MYIA
692
Mount Yale Investment Advisors
Colorado
– -$459 -7 Closed
CW
693
Curio Wealth
Maryland
– -$328 -5 Closed
CIAS
694
CBIZ Investment Advisory Services
Ohio
– -$197 -3 Closed
LFA
695
LGT Financial Advisors
Texas
– -$131 -2 Closed
24 25 26 27
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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.