A.O. Smith
610 hedge funds and large institutions have $7.9B invested in A.O. Smith in 2026 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 238 increasing their positions, 229 reducing their positions, and 93 closing their positions.
7.78% more ownership
Funds ownership: 104.79% → 112.56% (+7.8%)
4% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 229
2% more capital invested
Capital invested by funds: $7.76B → $7.9B (+$143M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 636 → 610 (-26)
11% less call options, than puts
Call options by funds: $31.8M | Put options by funds: $35.9M
19% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$151M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$94.1M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$81.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$49.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$88.8M |
| 2 |
Morgan Stanley
New York
|
-$52.3M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$40.8M |
| 4 |
QCM
Quantinno Capital Management
New York
|
-$38.2M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$28.1M |
AOS Hedge Fund Activity: Q2 2026 in Review
610 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2026, worth a combined $7.9B — up 1.8% from $7.76B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of AOS and 75 opened new positions — a net loss of 18 holders — while 229 trimmed existing stakes and 238 added.
The largest buyer was Fidelity Investments, adding an estimated $151M. The largest seller was Impax Asset Management Group, cutting an estimated $88.8M.
- 610 institutional investors held A.O. Smith (AOS) as of Q2 2026, down from 636 in Q1 2026.
- Funds reported $7.9B of A.O. Smith stock for Q2 2026, up 1.8% quarter-over-quarter.
- 75 funds opened new A.O. Smith positions in Q2 2026 and 93 closed out, a net change of -18 holders.
- The largest A.O. Smith buyer in Q2 2026 was Fidelity Investments, an estimated $151M added.
- The largest A.O. Smith seller in Q2 2026 was Impax Asset Management Group, an estimated $88.8M sold.
Based on aggregated 13F filings for Q2 2026.