A.O. Smith
636 hedge funds and large institutions have $7.76B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 231 increasing their positions, 235 reducing their positions, and 84 closing their positions.
23% more call options, than puts
Call options by funds: $43.7M | Put options by funds: $35.4M
1.18% more ownership
Funds ownership: 103.61% → 104.79% (+1.2%)
1% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 84
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $7.86B → $7.76B (-$101M)
2% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 235
2% less funds holding
Funds holding: 647 → 636 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$159M |
| 2 |
GCM
Gates Capital Management
New York
|
+$78.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$76.4M |
| 4 |
TAM
Talaria Asset Management
Melbourne,
Australia
|
+$56.5M |
| 5 |
Morgan Stanley
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pictet Asset Management
Carouge,
Switzerland
|
-$107M |
| 2 |
Amundi
Paris,
France
|
-$52.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$52.5M |
| 4 |
FAS
Formuepleje A/S
Aarhus C,
Denmark
|
-$38.8M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$35M |
AOS Hedge Fund Activity: Q1 2026 in Review
636 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2026, worth a combined $7.76B — down 1.3% from $7.86B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new AOS positions and 84 closed out — a net gain of 1 holder — while 231 added to existing stakes and 235 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $159M. The largest seller was Pictet Asset Management, cutting an estimated $107M.
- 636 institutional investors held A.O. Smith (AOS) as of Q1 2026, down from 647 in Q4 2025.
- Funds reported $7.76B of A.O. Smith stock for Q1 2026, down 1.3% quarter-over-quarter.
- 85 funds opened new A.O. Smith positions in Q1 2026 and 84 closed out, a net change of +1 holder.
- The largest A.O. Smith buyer in Q1 2026 was Fidelity Investments, an estimated $159M added.
- The largest A.O. Smith seller in Q1 2026 was Pictet Asset Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2026.