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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
CAM
76
Cresset Asset Management
Illinois
$13.8M +$76.6K +1,134 +0.6%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$13.6M +$144K +2,132 +1%
BA
78
Bridgewater Associates
Connecticut
$13.3M +$8.28M +122,542 +161%
RGC
79
Regents Gate Capital
United Kingdom
$13.2M +$8.78M +129,989 +192%
DCP
80
Distillate Capital Partners
Illinois
$12.6M -$139K -2,053 -1%
BGIM
81
Brandywine Global Investment Management
Pennsylvania
$12.3M +$702K +10,390 +6%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$12.3M +$470K +6,952 +4%
VanEck Associates
83
VanEck Associates
New York
$11.8M -$345K -5,106 -3%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$11.8M
HSBC Holdings
85
HSBC Holdings
United Kingdom
$11.7M +$702K +10,391 +6%
Citigroup
86
Citigroup
New York
$11.6M +$5.16M +76,424 +79%
Universal-Beteiligungs- und Servicegesellschaft
87
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.8M +$376K +5,568 +4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$10.3M -$1.23M -18,261 -11%
ECM
89
ExodusPoint Capital Management
New York
$10.2M +$6.97M +103,215 +208%
PL
90
Perpetual Ltd
Australia
$10M -$294K -4,345 -3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$10M +$2.49M +36,787 +33%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$9.49M +$5.33M +78,903 +125%
HA
93
Heartland Advisors
Wisconsin
$9.47M -$949K -14,050 -9%
Raymond James Financial
94
Raymond James Financial
Florida
$9.4M -$412K -6,094 -4%
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$8.86M +$3.29M +48,640 +58%
AllianceBernstein
96
AllianceBernstein
Tennessee
$8.67M -$545K -8,069 -6%
Principal Financial Group
97
Principal Financial Group
Iowa
$8.62M -$804K -11,902 -8%
GAM
98
Gotham Asset Management
New York
$8.2M -$11.5M -169,981 -58%
Truist Financial
99
Truist Financial
North Carolina
$8.18M +$1.1M +16,334 +15%
CWG
100
C WorldWide Group
Denmark
$8.02M -$427K -6,319 -5%