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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B +$46.2M +683,176 +5%
BlackRock
2
BlackRock
New York
$490M +$20.2M +298,503 +4%
State Street
3
State Street
Massachusetts
$395M +$31M +458,257 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$383M +$181M +2,679,093 +88%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$311M -$13.6M -200,614 -4%
Invesco
6
Invesco
Georgia
$305M +$2.54M +37,621 +0.8%
American Century Companies
7
American Century Companies
Missouri
$267M +$53.3M +788,210 +25%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$234M +$238K +3,526 +0.1%
Morgan Stanley
9
Morgan Stanley
New York
$195M +$6.86M +101,453 +4%
ProShare Advisors
10
ProShare Advisors
Maryland
$157M +$4.07M +60,260 +3%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$146M -$18.1M -267,193 -11%
EARNEST Partners
12
EARNEST Partners
Georgia
$139M -$808K -11,963 -0.6%
First Trust Advisors
13
First Trust Advisors
Illinois
$131M -$36.8M -543,899 -22%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$127M +$1.56M +23,129 +1%
Bank of America
15
Bank of America
North Carolina
$116M -$4.15M -61,434 -3%
UBS Group
16
UBS Group
Switzerland
$110M +$36.3M +537,920 +48%
Norges Bank
17
Norges Bank
Norway
$97.1M +$98.1M +1,451,866 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$92.5M +$22.1M +326,833 +31%
SEI Investments
19
SEI Investments
Pennsylvania
$89.7M +$1.44M +21,277 +2%
SP
20
Sarasin & Partners
United Kingdom
$88.6M -$5.09M -75,387 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$85.6M +$41.7M +617,179 +93%
Goldman Sachs
22
Goldman Sachs
New York
$84.6M +$33.4M +494,503 +64%
MAM
23
Madison Asset Management
Wisconsin
$80.9M +$81.7M +1,209,405 New
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$80.6M +$209K +3,094 +0.3%
Northern Trust
25
Northern Trust
Illinois
$79.8M +$9.69M +143,410 +14%