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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
251
Trust Company of Toledo
Ohio
$1.28M -$50.8K -705 -4%
CAG
252
Cypress Advisory Group
Arizona
$1.27M
LWM
253
Lionshead Wealth Management
New York
$1.25M +$684K +9,488 +100%
URS
254
Utah Retirement Systems
Utah
$1.24M
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$1.23M -$2.22M -30,837 -62%
AI
256
Atria Investments
North Carolina
$1.23M -$499K -6,928 -27%
EAM
257
Erste Asset Management
Austria
$1.22M +$1.38M +19,200 New
Osaic Holdings
258
Osaic Holdings
Arizona
$1.22M +$132K +1,837 +11%
CIC
259
Crawford Investment Counsel
Georgia
$1.21M -$17.1K -237 -1%
MWM
260
MOKAN Wealth Management
Kansas
$1.2M -$108K -1,501 -8%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$1.18M +$341K +4,733 +36%
WP
262
Woodline Partners
California
$1.16M +$26.4K +366 +2%
Toronto Dominion Bank
263
Toronto Dominion Bank
Ontario, Canada
$1.16M -$2.18M -30,240 -63%
SAM
264
Stansberry Asset Management
Texas
$1.15M +$30.9K +429 +3%
ZIG
265
Zurich Insurance Group
Switzerland
$1.14M
WSFS
266
Wilmington Savings Fund Society
Delaware
$1.13M
QCM
267
Qsemble Capital Management
New York
$1.09M +$1.19M +16,517 New
CW
268
CreativeOne Wealth
Kansas
$1.05M +$1.15M +15,949 New
OAM
269
OP Asset Management
$1.05M
Wealthfront Advisers
270
Wealthfront Advisers
California
$1.04M -$29.7K -412 -3%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$1.04M -$3.86M -53,579 -77%
GCM
272
Graham Capital Management
Connecticut
$1.02M +$594K +8,246 +114%
NYLIM
273
New York Life Investment Management
New York
$1.02M +$5.33K +74 +0.5%
NIM
274
NEOS Investment Management
Connecticut
$1.01M +$1.11M +15,371 New
ETC
275
Exchange Traded Concepts
Oklahoma
$1M -$346K -4,796 -24%