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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
Capital Fund Management (CFM)
176
Capital Fund Management (CFM)
France
$2.59M -$6.92M -102,420 -73%
LFS
177
Legacy Financial Strategies
Kansas
$2.54M -$312K -4,624 -11%
Verition Fund Management
178
Verition Fund Management
Connecticut
$2.51M +$81.2K +1,202 +3%
Lazard Asset Management
179
Lazard Asset Management
New York
$2.49M +$2.52M +37,301 New
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.46M -$305K -4,520 -11%
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$2.46M +$859K +12,706 +53%
Credit Agricole
182
Credit Agricole
France
$2.45M +$307K +4,546 +14%
OC
183
Oppenheimer & Co
New York
$2.44M -$3.85M -56,982 -61%
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$2.43M +$320K +4,741 +15%
SC
185
SummitTX Capital
Texas
$2.41M +$1.84M +27,238 +308%
OTL
186
Oak Thistle LLC
New York
$2.41M +$1.7M +25,147 +230%
Comerica Bank
187
Comerica Bank
Texas
$2.36M +$51.6K +763 +2%
KCM
188
Kornitzer Capital Management
Kansas
$2.35M -$8.79K -130 -0.4%
SA
189
Sanctuary Advisors
Indiana
$2.32M -$42.4K -627 -2%
RG
190
Rathbones Group
United Kingdom
$2.32M -$284K -4,200 -11%
FFP
191
FourThought Financial Partners
Florida
$2.29M +$521K +7,715 +29%
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$2.28M +$1.24M +18,362 +116%
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
$2.28M
Cerity Partners
194
Cerity Partners
New York
$2.26M +$1.24M +18,392 +119%
Zurich Cantonal Bank
195
Zurich Cantonal Bank
Switzerland
$2.24M +$525K +7,767 +30%
A
196
AlphaQuest
New York
$2.24M -$1.05M -15,573 -32%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$2.22M +$1.81M +26,751 +415%
Luther King Capital Management (LKCM)
198
Luther King Capital Management (LKCM)
Texas
$2.2M -$54.1K -800 -2%
MC
199
Machina Capital
France
$2.19M +$2.21M +32,711 New
Franklin Resources
200
Franklin Resources
California
$2.18M +$935K +13,843 +74%