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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
CAM
76
Cresset Asset Management
Illinois
$13.8M
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$13.6M
BA
78
Bridgewater Associates
Connecticut
$13.3M
RGC
79
Regents Gate Capital
United Kingdom
$13.2M
DCP
80
Distillate Capital Partners
Illinois
$12.6M
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$12.3M
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$12.3M
VanEck Associates
83
VanEck Associates
New York
$11.8M
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$11.8M
Citigroup
85
Citigroup
New York
$11.6M
Universal-Beteiligungs- und Servicegesellschaft
86
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.8M
Baird Financial Group
87
Baird Financial Group
Wisconsin
$10.3M
ECM
88
ExodusPoint Capital Management
New York
$10.2M
PL
89
Perpetual Ltd
Australia
$10M
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$10M
Russell Investments Group
91
Russell Investments Group
United Kingdom
$9.49M
HA
92
Heartland Advisors
Wisconsin
$9.47M
Raymond James Financial
93
Raymond James Financial
Florida
$9.4M
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$8.86M
AllianceBernstein
95
AllianceBernstein
Tennessee
$8.67M
Principal Financial Group
96
Principal Financial Group
Iowa
$8.62M
GAM
97
Gotham Asset Management
New York
$8.2M
Truist Financial
98
Truist Financial
North Carolina
$8.18M
CWG
99
C WorldWide Group
Denmark
$8.02M
PP
100
Patten & Patten
Tennessee
$7.99M