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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
Tudor Investment Corp
126
Tudor Investment Corp
Connecticut
$5.64M +$5.47M +80,943 +2,430%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$5.43M -$244K -3,607 -4%
Creative Planning
128
Creative Planning
Kansas
$5.38M +$965K +14,278 +22%
JF
129
Jump Financial
Illinois
$5.37M -$587K -8,691 -10%
QT
130
Quantbot Technologies
New York
$5.28M +$2.17M +32,125 +69%
Boston Partners
131
Boston Partners
Massachusetts
$5.19M -$571K -8,449 -10%
HPCM
132
Hunter Perkins Capital Management
Illinois
$5.15M -$140K -2,075 -3%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$5.03M -$357K -5,286 -7%
DJSG
134
D.J. St. Germain
Massachusetts
$4.91M +$72.8K +1,077 +1%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$4.86M +$189K +2,804 +4%
Sumitomo Mitsui Trust Group
136
Sumitomo Mitsui Trust Group
Japan
$4.79M +$68.7K +1,016 +1%
GI
137
GAMCO Investors
Connecticut
$4.72M
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4.64M -$201K -2,977 -4%
CB
139
Commerce Bank
Missouri
$4.32M -$351K -5,192 -7%
IC
140
IEQ Capital
California
$4.3M +$3.89M +57,578 +851%
HIC
141
Harvey Investment Company
Kentucky
$4.25M +$1.45M +21,490 +51%
HIM
142
Hillsdale Investment Management
Ontario, Canada
$4.21M +$1.11M +16,370 +35%
GAM
143
GuardCap Asset Management
United Kingdom
$4.14M -$2.56M -37,901 -38%
AM
144
Atwater Malick
Pennsylvania
$4.02M -$1.6M -23,633 -28%
BBHC
145
Brown Brothers Harriman & Co
New York
$3.99M +$2.7K +40 +0.1%
FGP
146
Foyston, Gordon, & Payne
Ontario, Canada
$3.95M -$56.8K -841 -1%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$3.84M -$56.4K -835 -1%
IMRF
148
Illinois Municipal Retirement Fund
Illinois
$3.63M +$1.06M +15,727 +41%
TIM
149
Thompson Investment Management
Wisconsin
$3.58M +$165K +2,449 +5%
Mariner
150
Mariner
Kansas
$3.56M +$1.45M +21,442 +67%