AOS icon

A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$339M
2
American Century Companies
American Century Companies
Missouri
$88.1M
3
SP
Sarasin & Partners
United Kingdom
$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$31.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$52.9M
2
State Street
State Street
Massachusetts
$413M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M
5
Vontobel Holding
Vontobel Holding
Switzerland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
251
Avantax Advisory Services
Texas
$1.42M +$897K +13,728 +170%
ET
252
Entropy Technologies
New York
$1.41M +$330K +5,056 +31%
IFU
253
iSAM Funds (UK)
United Kingdom
$1.41M +$1.41M +21,552 New
EFMC
254
Empire Financial Management Company
New York
$1.41M +$108K +1,652 +8%
A
255
Allianz
Germany
$1.4M – – –
Two Sigma Advisers
256
Two Sigma Advisers
New York
$1.4M -$1.22M -18,600 -47%
TI
257
Tidal Investments
Wisconsin
$1.38M -$42.5K -651 -3%
CIC
258
Crawford Investment Counsel
Georgia
$1.36M +$151K +2,316 +12%
GF
259
Gabelli Funds
New York
$1.36M – – –
Macquarie Group
260
Macquarie Group
Australia
$1.36M -$257K -3,935 -16%
VPIM
261
Vanguard Personalized Indexing Management
California
$1.34M +$108K +1,647 +9%
TCOT
262
Trust Company of Toledo
Ohio
$1.31M – – –
LIP
263
Lighthouse Investment Partners
Florida
$1.31M +$1.31M +20,000 New
FRM
264
Fox Run Management
Connecticut
$1.3M +$1.3M +19,933 New
WP
265
WealthPLAN Partners
Nebraska
$1.3M +$185K +2,836 +17%
URS
266
Utah Retirement Systems
Utah
$1.29M -$9.74K -149 -0.7%
SFI
267
Siemens Fonds Invest
Germany
$1.24M -$29.2K -446 -2%
Axa
268
Axa
France
$1.23M -$11.4K -174 -0.9%
WSFS
269
Wilmington Savings Fund Society
Delaware
$1.23M +$2.03K +31 +0.2%
WIC
270
Willis Investment Counsel
Georgia
$1.2M -$12.2M -186,110 -91%
Lido Advisors
271
Lido Advisors
California
$1.2M +$508K +7,773 +73%
II
272
Inspire Investing
Idaho
$1.18M +$100K +1,533 +9%
PHK
273
Point72 Hong Kong
Hong Kong
$1.17M +$1.17M +17,936 New
MMA
274
Mizuho Markets Americas
New York
$1.16M -$1.11M -17,039 -49%
Teacher Retirement System of Texas
275
Teacher Retirement System of Texas
Texas
$1.15M +$1.15M +17,538 New
9 10
11
12 13