A.O. Smith
632 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 208 increasing their positions, 264 reducing their positions, and 105 closing their positions.
0.98% less ownership
Funds ownership: 94.71% → 93.73% (-0.98%)
2% less capital invested
Capital invested by funds: $7.28B → $7.14B (-$137M)
4% less funds holding
Funds holding: 657 → 632 (-25)
15% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 105
21% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 264
54% less call options, than puts
Call options by funds: $35.4M | Put options by funds: $76.8M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.3M |
| 2 |
Millennium Management
New York
|
+$59.7M |
| 3 |
Morgan Stanley
New York
|
+$49.2M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$47.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$117M |
| 2 |
BlackRock
New York
|
-$116M |
| 3 |
Select Equity Group
New York
|
-$52.9M |
| 4 |
KBC Group
Brussels,
Belgium
|
-$38.1M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$32.5M |
AOS Hedge Fund Activity: Q2 2025 in Review
632 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2025, worth a combined $7.14B — down 1.9% from $7.28B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of AOS and 89 opened new positions — a net loss of 16 holders — while 264 trimmed existing stakes and 208 added.
The largest buyer was Fidelity Investments, adding an estimated $64.3M. The largest seller was Fisher Asset Management, cutting an estimated $117M.
- 632 institutional investors held A.O. Smith (AOS) as of Q2 2025, down from 657 in Q1 2025.
- Funds reported $7.14B of A.O. Smith stock for Q2 2025, down 1.9% quarter-over-quarter.
- 89 funds opened new A.O. Smith positions in Q2 2025 and 105 closed out, a net change of -16 holders.
- The largest A.O. Smith buyer in Q2 2025 was Fidelity Investments, an estimated $64.3M added.
- The largest A.O. Smith seller in Q2 2025 was Fisher Asset Management, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2025.