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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
YCM
101
Yousif Capital Management
Michigan
$7.84M -$421K -5,895 -5%
GC
102
Guggenheim Capital
Illinois
$7.8M -$246K -3,442 -3%
Truist Financial
103
Truist Financial
North Carolina
$7.78M +$383K +5,361 +5%
RP
104
Reinhart Partners
Wisconsin
$7.71M -$306K -4,292 -4%
BEI
105
Benjamin Edwards Inc
Missouri
$7.42M +$1.57M +22,019 +28%
BDLIB
106
Banque de Luxembourg Investments (BLI)
Luxembourg
$7.3M – – –
TI
107
Trexquant Investment
Connecticut
$7.24M -$3.97M -55,600 -36%
Victory Capital Management
108
Victory Capital Management
Texas
$7.23M -$118K -1,657 -2%
GAM
109
GuardCap Asset Management
United Kingdom
$7.23M -$8.82M -123,560 -56%
Citigroup
110
Citigroup
New York
$7.15M +$211K +2,953 +3%
Man Group
111
Man Group
United Kingdom
$6.99M -$6.19M -86,786 -48%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$6.87M +$257K +3,600 +4%
OC
113
Oppenheimer & Co
New York
$6.86M +$4.61M +64,648 +224%
P
114
&Partners
Tennessee
$6.82M +$36K +504 +2%
SCP
115
Seizert Capital Partners
Michigan
$6.79M -$1.32M -18,467 -17%
DFCM
116
Dark Forest Capital Management
Puerto Rico
$6.77M -$450K -6,303 -6%
Prudential Financial
117
Prudential Financial
New Jersey
$6.71M +$1.35M +18,971 +26%
JF
118
Jump Financial
Illinois
$6.53M -$22.9M -320,386 -78%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$6.38M -$7.42K -104 -0.1%
Boston Partners
120
Boston Partners
Massachusetts
$6.32M -$1.07K -15 -0%
LFAS
121
Level Four Advisory Services
Texas
$6.3M +$81.5K +1,142 +1%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$6.23M -$2.33M -32,696 -28%
AM
123
Atwater Malick
Pennsylvania
$6.14M -$2.32M -32,551 -28%
Point72 Asset Management
124
Point72 Asset Management
Connecticut
$6.03M -$728K -10,198 -11%
BNP Paribas Asset Management
125
BNP Paribas Asset Management
France
$6.01M +$1.76M +24,691 +42%
3 4
5
6 7

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.