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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M +$113K +1,679 +7%
UM
227
UniSuper Management
Australia
$1.75M +$136K +2,018 +8%
ASN
228
Advisory Services Network
Georgia
$1.75M +$140K +2,066 +8%
UIM
229
USS Investment Management
United Kingdom
$1.74M +$1.8M +26,666 New
OTL
230
Oak Thistle LLC
New York
$1.69M +$1.74M +25,813 New
IMCOOI
231
Investment Management Corp of Ontario (IMCO)
Canada
$1.68M +$1.74M +25,744 New
VA
232
Vident Advisory
Georgia
$1.68M -$1.06M -15,751 -38%
VanEck Associates
233
VanEck Associates
New York
$1.68M +$102K +1,513 +6%
KPWS
234
Kestra Private Wealth Services
Texas
$1.67M +$632K +9,347 +57%
Retirement Systems of Alabama
235
Retirement Systems of Alabama
Alabama
$1.66M -$27.9K -413 -2%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$1.65M -$136K -2,008 -7%
FDS
237
Freedom Day Solutions
Texas
$1.65M -$146K -2,166 -8%
P
238
&Partners
Tennessee
$1.63M +$227K +3,356 +16%
IA
239
IFG Advisory
Georgia
$1.6M +$69.1K +1,023 +4%
IGAM
240
iA Global Asset Management
Quebec, Canada
$1.58M -$175K -2,591 -10%
OC
241
Oppenheimer & Co
New York
$1.58M +$174K +2,581 +12%
PWP
242
Precedent Wealth Partners
Texas
$1.57M +$1.63M +24,065 New
FAF
243
Första AP-fonden
Sweden
$1.56M -$1.95M -28,800 -55%
Mariner
244
Mariner
Kansas
$1.55M +$375K +5,548 +30%
Handelsbanken Fonder
245
Handelsbanken Fonder
Sweden
$1.54M
AB
246
Amalgamated Bank
New York
$1.51M +$1.76K +26 +0.1%
II
247
IFM Investors
Australia
$1.51M
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$1.5M -$2.03K -30 -0.1%
ETC
249
Exchange Traded Concepts
Oklahoma
$1.49M -$117K -1,737 -7%
FAF
250
Fjarde Ap-fonden
Sweden
$1.48M -$87.9K -1,300 -5%