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A.O. Smith

635 hedge funds and large institutions have $7.81B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 239 increasing their positions, 224 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $7.93B → $7.81B (-$119M)

39% less call options, than puts

Call options by funds: $28M | Put options by funds: $45.7M

Holders
635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28M
Puts
$45.7M
Net Calls
Net Calls Change

Top Buyers

1 +$181M
2 +$81.7M
3 +$53.3M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$47.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$46.2M

Top Sellers

1 -$36.8M
2 -$32.8M
3 -$27.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$18.7M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$5.38M
JF
127
Jump Financial
Illinois
$5.37M
QT
128
Quantbot Technologies
New York
$5.28M
Boston Partners
129
Boston Partners
Massachusetts
$5.19M
HPCM
130
Hunter Perkins Capital Management
Illinois
$5.15M
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$5.03M
DJSG
132
D.J. St. Germain
Massachusetts
$4.91M
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$4.86M
Sumitomo Mitsui Trust Group
134
Sumitomo Mitsui Trust Group
Japan
$4.79M
GI
135
GAMCO Investors
Connecticut
$4.72M
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$4.64M
CB
137
Commerce Bank
Missouri
$4.32M
IC
138
IEQ Capital
California
$4.3M
HIC
139
Harvey Investment Company
Kentucky
$4.25M
HIM
140
Hillsdale Investment Management
Ontario, Canada
$4.21M
GAM
141
GuardCap Asset Management
United Kingdom
$4.14M
AM
142
Atwater Malick
Pennsylvania
$4.02M
BBHC
143
Brown Brothers Harriman & Co
New York
$3.99M
FGP
144
Foyston, Gordon, & Payne
Ontario, Canada
$3.95M
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$3.84M
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$3.63M
TIM
147
Thompson Investment Management
Wisconsin
$3.58M
Mariner
148
Mariner
Kansas
$3.56M
LIA
149
LBMC Investment Advisors
Tennessee
$3.54M
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$3.5M