Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SMITH A O CORP (AOS)

614 + Investors. Track Smart Money conviction in AOS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — AOS

Based on 603 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added AOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
603 hedge funds hold AOS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding AOS is almost the same as a year ago (+11 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

316 buying289 selling
Last quarter: 316 funds bought or added vs 289 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new AOS position: 109 → 91 → 72 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 16% new
401 out of 603 hedge funds have held AOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

81 → 109 → 91 → 72 → 96 new funds/Q
New funds entering each quarter: 109 → 91 → 72 → 96. AOS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Of 614 current holders: 430 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
41 of 603 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AOS

In 2025 Q4, 316 hedge funds were net buyers of AOS (96 opened a new position, 220 added to an existing one), while 289 reduced or exited (214 trimmed, 75 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 54% of total institutional value in AOS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 603.

Hedge Fund Ownership: AOS

How many hedge funds hold AOS — quarterly history vs. share price
Quarterly hedge fund ownership of AOS vs. share price

Market Analysis: AOS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AOS

Industrials Specialty Industrial Machinery

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 1 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: AOS
2026 Q1 Stats Unlock in 7 days 614 + Investors

Track Smart Money conviction in AOS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 614 596 3.02%
13F Shares 116M 104M 11.41%
Total Value $7.72B $7.75B -0.38%
New Positions 97 72 +25
Increased Positions 239 239 -
Closed Positions 78 82 -4
Reduced Positions 227 252 -25
Total Calls 9 10 -10.0%
Total Puts 6 6 -
PUT/CALL Ratio 0.67 0.6 Bullish

Statistics: AOS

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

614 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AOS. Verified SEC 13F-HR filings.

Top 25 institutional holders of AOS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Regents Gate Capital LLP 3.71% 263,951 $17.4M
2 Impax Asset Management Group plc 1.97% 4,278,219 $282.1M
3 Collaborative Fund Advisors, LLC 1.24% 30,438 $2.0M
4 SCHWARTZ INVESTMENT COUNSEL INC 1.21% 517,733 $34.1M
5 Hunter Perkins Capital Management, LLC 1.19% 77,043 $5K
6 Illumine Investment Management, LLC 1.19% 23,437 $1.5M
7 BERKSHIRE ASSET MANAGEMENT LLC/PA 1.12% 397,432 $26.2M
8 Sarasin & Partners LLP 0.97% 1,200,917 $79.2M
9 Madison Asset Management, LLC 0.93% 1,142,604 $75.3M
10 Lionshead Wealth Management, LLC 0.92% 18,976 $1.3M
11 Atwater Malick LLC 0.88% 49,255 $3.2M
12 Thrive Capital Management, LLC 0.84% 57,945 $3.8M
13 Eukles Asset Management 0.74% 25,153 $1.7M
14 Vest Financial, LLC 0.65% 815,872 $53.8M
15 Arbejdsmarkedets Tillaegspension 0.63% 387,114 $25.5M
16 Lafayette Investments, Inc. 0.62% 46,161 $3.0M
17 Fairtree Asset Management (Pty) Ltd 0.59% 19,526 $1.3M
18 Boston Trust Walden Corp 0.57% 1,050,930 $69.3M
19 MARIETTA INVESTMENT PARTNERS LLC 0.56% 42,392 $2.8M
20 Foyston, Gordon & Payne Inc 0.54% 35,276 $2.3M
21 HARVEY INVESTMENT CO LLC 0.53% 73,650 $5K
22 MOKAN Wealth Management Inc. 0.53% 18,258 $1.2M
23 NICHOLAS COMPANY, INC. 0.50% 385,643 $25.4M
24 WELCH & FORBES LLC 0.49% 579,780 $38.2M
25 THOMPSON INVESTMENT MANAGEMENT, INC. 0.48% 56,211 $3.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SMITH A O CORP (AOS)

What does the Smart Money Trend signal show for AOS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AOS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AOS?

Slight buying edge — 52% buying: Last quarter: 316 funds bought or added vs 289 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AOS holders?

Elite ownership — 54% AUM from top-100 funds: 41 of 603 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in AOS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AOS?

67% of holders stayed for 2+ years: 401 out of 603 hedge funds have held AOS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.