We are live on ! Find out more
AOS icon

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
N
176
Numerai
California
$2.89M +$2.52M +35,266 +872%
AAIS
177
ABN AMRO Investment Solutions
$2.88M -$1.3M -18,195 -32%
RG
178
Rathbones Group
United Kingdom
$2.86M – – –
VOYA Investment Management
179
VOYA Investment Management
Georgia
$2.84M +$304K +4,263 +12%
SSA
180
Schonfeld Strategic Advisors
New York
$2.83M +$894K +12,528 +48%
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$2.83M +$36.5K +512 +1%
SLG
182
Stanley-Laman Group
Pennsylvania
$2.81M -$81.1K -1,136 -3%
Verition Fund Management
183
Verition Fund Management
Connecticut
$2.67M -$2.25M -31,489 -46%
Mirae Asset Global ETFs Holdings
184
Mirae Asset Global ETFs Holdings
Hong Kong
$2.62M +$100K +1,402 +4%
SA
185
Sanctuary Advisors
Indiana
$2.6M -$149K -2,092 -6%
KCM
186
Kornitzer Capital Management
Kansas
$2.58M -$163K -2,288 -6%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$2.57M +$436K +6,110 +21%
Comerica Bank
188
Comerica Bank
Texas
$2.53M +$633K +8,866 +35%
ASRS
189
Arizona State Retirement System
Arizona
$2.53M +$4.71K +66 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
190
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.52M -$5.1M -71,532 -68%
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
$2.5M -$145K -2,025 -6%
Corient Private Wealth
192
Corient Private Wealth
Florida
$2.48M -$88.3K -1,237 -4%
Luther King Capital Management (LKCM)
193
Luther King Capital Management (LKCM)
Texas
$2.47M -$193K -2,700 -7%
IFU
194
iSAM Funds (UK)
United Kingdom
$2.44M +$1.46M +20,394 +158%
VCM
195
Voleon Capital Management
California
$2.4M +$1.53M +21,505 +192%
IA
196
IFG Advisory
Georgia
$2.4M +$521K +7,302 +29%
Osaic Holdings
197
Osaic Holdings
Arizona
$2.38M -$5.21K -73 -0.2%
Bank of Nova Scotia
198
Bank of Nova Scotia
Ontario, Canada
$2.37M -$38.5K -539 -2%
WIC
199
Willis Investment Counsel
Georgia
$2.35M +$54.7K +766 +2%
Credit Agricole
200
Credit Agricole
France
$2.35M +$2.29M +32,024 New
6 7
8
9 10

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.