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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
Mariner
201
Mariner
Kansas
$2.34M +$427K +5,989 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
202
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.33M -$173K -2,429 -7%
Mirae Asset Global Investments
203
Mirae Asset Global Investments
South Korea
$2.32M +$67.9K +952 +3%
SOMRS
204
State of Michigan Retirement System
Michigan
$2.27M -$50K -700 -2%
GCM
205
Graham Capital Management
Connecticut
$2.25M +$1.43M +20,050 +189%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$2.23M -$1.54M -21,581 -42%
AAM
207
Azzad Asset Management
Virginia
$2.16M -$26.5K -371 -1%
GIA
208
GHP Investment Advisors
Colorado
$2.14M +$72K +1,009 +4%
EAM
209
Eukles Asset Management
Ohio
$2.14M +$6.07K +85 +0.3%
CNB
210
Czech National Bank
Czech Republic
$2.13M +$43.4K +608 +2%
ASN
211
Advisory Services Network
Georgia
$2.11M +$58.7K +822 +3%
BCI
212
Brinker Capital Investments
Pennsylvania
$2.1M -$241K -3,377 -11%
MIM
213
MetLife Investment Management
New Jersey
$2.08M -$90.5K -1,268 -4%
RAM
214
Resona Asset Management
Japan
$2.02M -$146K -2,050 -7%
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M -$76.4K -1,070 -4%
WCBA
216
Weaver C. Barksdale & Associates
Tennessee
$2.01M -$125K -1,758 -6%
NYLIM
217
New York Life Investment Management
New York
$1.99M +$817K +11,445 +73%
KPWS
218
Kestra Private Wealth Services
Texas
$1.96M -$313K -4,387 -14%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$1.96M +$38.5K +540 +2%
FFP
220
FourThought Financial Partners
Florida
$1.95M +$195K +2,735 +11%
PI
221
PineBridge Investments
New York
$1.94M -$12.5M -174,527 -87%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$1.89M -$229K -3,209 -11%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$1.88M -$66.4K -931 -4%
UM
224
UniSuper Management
Australia
$1.88M -$4.71K -66 -0.3%
PWP
225
Precedent Wealth Partners
Texas
$1.85M -$23.6K -330 -1%
7 8
9
10 11

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.