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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$13M -$688K -9,641 -5%
BGIM
77
Brandywine Global Investment Management
Pennsylvania
$12.8M +$4.57M +64,088 +58%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$12.6M -$108K -1,508 -0.9%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$12M -$881K -12,350 -7%
Squarepoint
80
Squarepoint
New York
$12M +$3.07M +43,072 +36%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$11.7M -$11.8M -165,309 -51%
HA
82
Heartland Advisors
Wisconsin
$11.4M -$1.07M -15,046 -9%
Universal-Beteiligungs- und Servicegesellschaft
83
Universal-Beteiligungs- und Servicegesellschaft
Germany
$11.3M +$2.69M +37,741 +32%
PL
84
Perpetual Ltd
Australia
$11.3M +$899K +12,600 +9%
TAM
85
Thematics Asset Management
France
$10.8M – – –
Raymond James Financial
86
Raymond James Financial
Florida
$10.8M +$2.55M +35,693 +32%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$10.7M -$22.4M -314,159 -68%
EP
88
Edgestream Partners
New Jersey
$10.6M +$884K +12,380 +9%
HF
89
HRT Financial
New York
$10.5M -$3.89M -54,570 -28%
Capital Fund Management (CFM)
90
Capital Fund Management (CFM)
France
$10.4M +$1.34M +18,709 +15%
Principal Financial Group
91
Principal Financial Group
Iowa
$10.3M -$920K -12,886 -8%
AllianceBernstein
92
AllianceBernstein
Tennessee
$10.1M -$1.71M -23,902 -15%
CIBC Asset Management
93
CIBC Asset Management
Ontario, Canada
$9.73M +$379K +5,317 +4%
PP
94
Patten & Patten
Tennessee
$9.55M -$451K -6,322 -5%
DekaBank Deutsche Girozentrale
95
DekaBank Deutsche Girozentrale
Germany
$9.3M – – –
CWG
96
C WorldWide Group
Denmark
$9.27M -$16.4K -230 -0.2%
Alyeska Investment Group
97
Alyeska Investment Group
Illinois
$9.18M -$894K -12,527 -9%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$8.46M -$785K -11,006 -9%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$8.06M -$305K -4,278 -4%
LPL Financial
100
LPL Financial
California
$8.03M +$247K +3,457 +3%
2 3
4
5 6

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.