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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
LIA
151
LBMC Investment Advisors
Tennessee
$3.88M – – –
LI
152
Lafayette Investments
Maryland
$3.78M -$26.8K -375 -0.7%
TIM
153
Thompson Investment Management
Wisconsin
$3.74M -$59K -827 -2%
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.72M +$464K +6,495 +15%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$3.65M +$2.95M +41,384 +493%
ECM
156
ExodusPoint Capital Management
New York
$3.65M -$2.81M -39,341 -44%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$3.64M -$1.1M -15,376 -24%
A
158
AlphaQuest
New York
$3.6M +$747K +10,462 +27%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$3.6M +$1.68M +23,500 +92%
Adage Capital Partners
160
Adage Capital Partners
Massachusetts
$3.6M +$3.5M +48,992 New
Nomura Holdings
161
Nomura Holdings
Japan
$3.5M +$1.31M +18,321 +62%
QT
162
Quantbot Technologies
New York
$3.43M -$2.12M -29,700 -39%
HIM
163
Hillsdale Investment Management
Ontario, Canada
$3.42M +$3.33M +46,600 New
JIC
164
Johnson Investment Counsel
Ohio
$3.38M +$171K +2,396 +5%
JG
165
Jain Global
New York
$3.32M +$127K +1,786 +4%
WIM
166
WealthPlan Investment Management
Nebraska
$3.25M -$46K -644 -1%
Canada Life
167
Canada Life
Manitoba, Canada
$3.21M -$30K -420 -0.9%
LFS
168
Legacy Financial Strategies
Kansas
$3.13M +$84.7K +1,187 +3%
MIP
169
Marietta Investment Partners
Wisconsin
$3.12M – – –
HIC
170
Harvey Investment Company
Kentucky
$3.09M +$359K +5,025 +14%
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.04M -$174K -2,439 -6%
CSS
172
Cubist Systematic Strategies
Connecticut
$2.98M -$22.7M -318,201 -89%
Mitsubishi UFJ Trust & Banking
173
Mitsubishi UFJ Trust & Banking
Japan
$2.97M +$989K +13,864 +52%
UIM
174
USS Investment Management
United Kingdom
$2.97M +$982K +13,757 +52%
Fisher Asset Management
175
Fisher Asset Management
Washington
$2.91M -$39K -546 -1%
5 6
7
8 9

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.