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A.O. Smith

635 hedge funds and large institutions have $7.81B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 239 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)

2% less capital invested

Capital invested by funds: $7.93B → $7.81B (-$119M)

39% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.7M

Holders
635
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
Millennium Management
51
Millennium Management
New York
$28.1M
NC
52
Nicholas Company
Wisconsin
$26.1M
BAM
53
Berkshire Asset Management
Pennsylvania
$26M
Deutsche Bank
54
Deutsche Bank
Germany
$23.9M
AT
55
Arbejdsmarkedets Tillaegspension
$23.4M
Wellington Management Group
56
Wellington Management Group
Massachusetts
$23.1M
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$20.9M
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$20.2M
CIM
59
Confluence Investment Management
Missouri
$19.7M
N
60
Nuveen
North Carolina
$18.5M
RS
61
Robeco Schweiz
Switzerland
$18M
Treasurer of the State of North Carolina
62
Treasurer of the State of North Carolina
North Carolina
$17.9M
NEI
63
Northwest & Ethical Investments
Ontario, Canada
$17.9M
SG Americas Securities
64
SG Americas Securities
New York
$17.4M
AA
65
ALPS Advisors
Colorado
$17.2M
Stifel Financial
66
Stifel Financial
Missouri
$16.7M
Barclays
67
Barclays
United Kingdom
$16.6M
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$16.2M
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$16.2M
Ameriprise
70
Ameriprise
Minnesota
$15.2M
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$15.1M
Swiss National Bank
72
Swiss National Bank
Switzerland
$15.1M
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$14.9M
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$14.1M
MG
75
Mather Group
Illinois
$14.1M