We are live on ! Find out more
AOS icon

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
JFG
676
Jefferies Financial Group
New York
-$281K -3,827 Closed
MMA
677
Mizuho Markets Americas
New York
-$280K -3,816 Closed
FPAS
678
Focus Partners Advisor Solutions
Missouri
-$244K -3,600 Closed
JSW
679
Journey Strategic Wealth
New Jersey
-$264K -3,593 Closed
MFIM
680
Mesirow Financial Investment Management
Illinois
-$224K -3,055 Closed
DBIA
681
Dumont & Blake Investment Advisors
New Jersey
-$223K -3,038 Closed
SCI
682
S&CO Inc
Massachusetts
-$219K -2,990 Closed
GAM
683
GEM Asset Management
Michigan
-$211K -2,953 Closed
TW
684
Trajan Wealth
Arizona
-$216K -2,934 Closed
PAS
685
Park Avenue Securities
New York
-$213K -2,904 Closed
FFM
686
Forum Financial Management
Illinois
-$212K -2,885 Closed
CAMG
687
CWA Asset Management Group
Florida
-$210K -2,859 Closed
FC
688
Farringdon Capital
United Kingdom
-$206K -2,808 Closed
PI
689
PFG Investments
New York
-$204K -2,775 Closed
WG
690
Welch Group
Alabama
-$202K -2,754 Closed
Lido Advisors
691
Lido Advisors
California
-$200K -2,728 Closed
NICM
692
Neo Ivy Capital Management
New York
-$200K -2,724 Closed
Hudson Bay Capital Management
693
Hudson Bay Capital Management
Connecticut
-$94.9K -1,293 Closed
PS
694
Principal Securities
Iowa
-$49K -668 Closed
HWA
695
Heartwood Wealth Advisors
Virginia
-$3.08K -42 Closed
CCM
696
Cloud Capital Management
Washington
-$1K -27 Closed
WCM
697
Winthrop Capital Management
Indiana
-$1K -15 Closed
NSIM
698
North Star Investment Management
Illinois
-$514 -7 Closed
RA
699
Rise Advisors
New York
-$514 -7 Closed
AT
700
Avalon Trust
New Mexico
-$368 -5 Closed