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A.O. Smith

630 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 263 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 94.69%93.71% (-0.98%)

2% less capital invested

Capital invested by funds: $7.28B → $7.14B (-$137M)

4% less funds holding

Funds holding: 656630 (-26)

16% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 106

21% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 263

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
630
Holders Change
-26
Holders Change %
-3.96%
% of All Funds
8.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
89
Increased
208
Reduced
263
Closed
106
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
126
Dark Forest Capital Management
Puerto Rico
$6.46M +$6.45M +98,529 New
Citigroup
127
Citigroup
New York
$6.19M -$4.22M -64,519 -41%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$6.06M -$20.3M -310,023 -77%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$5.9M -$40.5K -619 -0.7%
ECM
130
ExodusPoint Capital Management
New York
$5.84M +$5.82M +89,020 New
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$5.71M -$3.86K -59 -0.1%
Boston Partners
132
Boston Partners
Massachusetts
$5.65M -$876K -13,385 -13%
LFAS
133
Level Four Advisory Services
Texas
$5.56M -$7.39K -113 -0.1%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$5.54M -$263K -4,023 -5%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$5.29M -$652K -9,972 -11%
HPCM
136
Hunter Perkins Capital Management
Illinois
$5.28M -$1.79M -27,312 -25%
Marshall Wace
137
Marshall Wace
United Kingdom
$5.21M +$5.2M +79,493 New
BEI
138
Benjamin Edwards Inc
Missouri
$5.18M -$202K -3,092 -4%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$5.03M -$15M -229,871 -75%
QT
140
Quantbot Technologies
New York
$5.01M +$775K +11,845 +18%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$4.87M -$14.3K -218 -0.3%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$4.85M +$3.44M +52,600 +246%
Prudential Financial
143
Prudential Financial
New Jersey
$4.75M +$555K +8,487 +13%
DJSG
144
D.J. St. Germain
Massachusetts
$4.7M +$870K +13,298 +23%
SG Americas Securities
145
SG Americas Securities
New York
$4.7M +$4.05M +61,972 +637%
GI
146
GAMCO Investors
Connecticut
$4.62M
CB
147
Commerce Bank
Missouri
$4.59M -$445K -6,799 -9%
Hudson Bay Capital Management
148
Hudson Bay Capital Management
Connecticut
$4.56M +$2.14M +32,730 +89%
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$4.46M +$3.56M +54,428 +403%
Verition Fund Management
150
Verition Fund Management
Connecticut
$4.45M -$512K -7,819 -10%

AOS Hedge Fund Activity: Q2 2025 in Review

630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2025, worth a combined $7.14B — down 1.9% from $7.28B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of AOS and 89 opened new positions — a net loss of 17 holders — while 263 trimmed existing stakes and 208 added.

The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was Fisher Asset Management, cutting an estimated $117M.

  • 630 institutional investors held A.O. Smith (AOS) as of Q2 2025, down from 656 in Q1 2025.
  • Funds reported $7.14B of A.O. Smith stock for Q2 2025, down 1.9% quarter-over-quarter.
  • 89 funds opened new A.O. Smith positions in Q2 2025 and 106 closed out, a net change of -17 holders.
  • The largest A.O. Smith buyer in Q2 2025 was Fidelity Investments, an estimated $64.3M added.
  • The largest A.O. Smith seller in Q2 2025 was Fisher Asset Management, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2025.