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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
CIM
51
Confluence Investment Management
Missouri
$24.2M -$185K -2,596 -0.8%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$23.4M +$6.96M +97,531 +44%
Citadel Advisors
53
Citadel Advisors
Florida
$22.1M -$7.15M -100,119 -25%
Treasurer of the State of North Carolina
54
Treasurer of the State of North Carolina
North Carolina
$21.6M -$222K -3,114 -1%
RS
55
Robeco Schweiz
Switzerland
$21.5M -$11.9K -167 -0.1%
GAM
56
Gotham Asset Management
New York
$21.5M +$2.77M +38,750 +15%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$21.3M +$9.82M +137,570 +89%
NEI
58
Northwest & Ethical Investments
Ontario, Canada
$21.3M +$6.44M +90,216 +45%
N
59
Nuveen
North Carolina
$20.6M -$1.38M -19,394 -6%
AA
60
ALPS Advisors
Colorado
$20.1M +$3.23M +45,299 +20%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$18.2M -$285K -3,992 -2%
Marshall Wace
62
Marshall Wace
United Kingdom
$17.9M +$11.8M +164,758 +207%
Barclays
63
Barclays
United Kingdom
$17.4M -$13.4M -187,737 -44%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$17.4M +$161K +2,259 +1%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$16.9M -$2.71M -37,916 -14%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$16.8M -$517K -7,242 -3%
Swiss National Bank
67
Swiss National Bank
Switzerland
$16.5M +$71.4K +1,000 +0.4%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$16.4M +$853K +11,950 +6%
CAM
69
Cresset Asset Management
Illinois
$15.1M +$291K +4,081 +2%
MG
70
Mather Group
Illinois
$14.9M -$292K -4,097 -2%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$14.5M -$59.8K -838 -0.4%
DCP
72
Distillate Capital Partners
Illinois
$14M -$253K -3,539 -2%
Ameriprise
73
Ameriprise
Minnesota
$13.9M +$9.5M +133,148 +235%
Stifel Financial
74
Stifel Financial
Missouri
$13.8M -$4.47M -62,624 -25%
VanEck Associates
75
VanEck Associates
New York
$13.3M -$345K -4,829 -3%
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3
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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.