A.O. Smith
647 hedge funds and large institutions have $7.86B invested in A.O. Smith in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 242 increasing their positions, 225 reducing their positions, and 61 closing their positions.
51% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 61
10.33% more ownership
Funds ownership: 93.28% → 103.61% (+10%)
3% more funds holding
Funds holding: 631 → 647 (+16)
8% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 225
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $7.97B → $7.86B (-$109M)
39% less call options, than puts
Call options by funds: $28M | Put options by funds: $45.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$181M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$81.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$53.3M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$47.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$46.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$36.8M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$32.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$27.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.7M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$18.1M |
AOS Hedge Fund Activity: Q4 2025 in Review
647 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2025, worth a combined $7.86B — down 1.4% from $7.97B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new AOS positions and 61 closed out — a net gain of 31 holders — while 242 added to existing stakes and 225 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $181M. The largest seller was First Trust Advisors, cutting an estimated $36.8M.
- 647 institutional investors held A.O. Smith (AOS) as of Q4 2025, up from 631 in Q3 2025.
- Funds reported $7.86B of A.O. Smith stock for Q4 2025, down 1.4% quarter-over-quarter.
- 92 funds opened new A.O. Smith positions in Q4 2025 and 61 closed out, a net change of +31 holders.
- The largest A.O. Smith buyer in Q4 2025 was Fidelity Investments, an estimated $181M added.
- The largest A.O. Smith seller in Q4 2025 was First Trust Advisors, an estimated $36.8M sold.
Based on aggregated 13F filings for Q4 2025.