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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
AIM
126
AXA Investment Managers
France
$5.98M +$5.81M +81,447 New
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$5.91M -$285K -3,995 -5%
HPCM
128
Hunter Perkins Capital Management
Illinois
$5.81M -$103K -1,445 -2%
BA
129
Bridgewater Associates
Connecticut
$5.6M +$5.44M +76,251 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$5.31M -$139K -1,954 -3%
DJSG
131
D.J. St. Germain
Massachusetts
$5.31M +$39.5K +554 +0.8%
Sumitomo Mitsui Trust Group
132
Sumitomo Mitsui Trust Group
Japan
$5.19M -$436K -6,111 -8%
GI
133
GAMCO Investors
Connecticut
$5.18M – – –
CB
134
Commerce Bank
Missouri
$5.13M -$9.56K -134 -0.2%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$5.12M -$773K -10,833 -13%
RGC
136
Regents Gate Capital
United Kingdom
$4.96M +$4.82M +67,575 New
Creative Planning
137
Creative Planning
Kansas
$4.86M +$910K +12,754 +24%
LIP
138
Lighthouse Investment Partners
Florida
$4.7M +$4.57M +64,052 New
WorldQuant Millennium Advisors
139
WorldQuant Millennium Advisors
New York
$4.66M -$43.1M -604,121 -90%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$4.62M -$79.1K -1,108 -2%
YIH
141
Y-Intercept (HK)
Hong Kong
$4.6M -$5.77M -80,883 -56%
BAMF
142
BI Asset Management Fondsmaeglerselskab
Denmark
$4.5M – – –
FGP
143
Foyston, Gordon, & Payne
Ontario, Canada
$4.4M -$136K -1,902 -3%
BBHC
144
Brown Brothers Harriman & Co
New York
$4.38M -$454K -6,356 -10%
PHK
145
Point72 Hong Kong
Hong Kong
$4.33M +$2.79M +39,040 +196%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$4.28M -$220K -3,085 -5%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$4.12M +$2.12M +29,679 +112%
Jane Street
148
Jane Street
New York
$4.05M -$14.3M -200,500 -78%
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
$3.98M -$983K -13,779 -20%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$3.94M +$2.16M +30,200 +129%
4 5
6
7 8

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.