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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
Nomura Holdings
251
Nomura Holdings
Japan
$1.48M -$168K -2,488 -10%
HIC
252
Harvey Investment Company
Kentucky
$1.46M +$27K +400 +2%
TAF
253
Tredje AP-fonden
Sweden
$1.44M
AAS
254
Avantax Advisory Services
Texas
$1.42M +$928K +13,728 +170%
ET
255
Entropy Technologies
New York
$1.41M +$342K +5,056 +31%
IFU
256
iSAM Funds (UK)
United Kingdom
$1.41M +$1.46M +21,552 New
EFMC
257
Empire Financial Management Company
New York
$1.41M +$112K +1,652 +8%
A
258
Allianz
Germany
$1.4M
Two Sigma Advisers
259
Two Sigma Advisers
New York
$1.4M -$1.26M -18,600 -47%
TI
260
Tidal Investments
Wisconsin
$1.38M -$44K -651 -3%
CIC
261
Crawford Investment Counsel
Georgia
$1.36M +$157K +2,316 +12%
GF
262
Gabelli Funds
New York
$1.36M
Macquarie Group
263
Macquarie Group
Australia
$1.36M -$266K -3,935 -16%
VPIM
264
Vanguard Personalized Indexing Management
California
$1.34M +$111K +1,647 +9%
TCOT
265
Trust Company of Toledo
Ohio
$1.31M
LIP
266
Lighthouse Investment Partners
Florida
$1.31M +$1.35M +20,000 New
FRM
267
Fox Run Management
Connecticut
$1.3M +$1.35M +19,933 New
WP
268
WealthPLAN Partners
Nebraska
$1.3M +$192K +2,836 +17%
URS
269
Utah Retirement Systems
Utah
$1.29M -$10.1K -149 -0.7%
SFI
270
Siemens Fonds Invest
Germany
$1.24M -$30.1K -446 -2%
Axa
271
Axa
France
$1.23M -$11.8K -174 -0.9%
WSFS
272
Wilmington Savings Fund Society
Delaware
$1.23M +$2.1K +31 +0.2%
WIC
273
Willis Investment Counsel
Georgia
$1.2M -$12.6M -186,110 -91%
Lido Advisors
274
Lido Advisors
California
$1.2M +$525K +7,773 +73%
II
275
Inspire Investing
Idaho
$1.18M +$104K +1,533 +9%

AOS Hedge Fund Activity: Q1 2025 in Review

656 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2025, worth a combined $7.28B — down 3.6% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AOS positions and 89 closed out — a net gain of 21 holders — while 231 added to existing stakes and 239 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $141M. The largest seller was Select Equity Group, cutting an estimated $171M.

  • 656 institutional investors held A.O. Smith (AOS) as of Q1 2025, up from 642 in Q4 2024.
  • Funds reported $7.28B of A.O. Smith stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 110 funds opened new A.O. Smith positions in Q1 2025 and 89 closed out, a net change of +21 holders.
  • The largest A.O. Smith buyer in Q1 2025 was Impax Asset Management Group, an estimated $141M added.
  • The largest A.O. Smith seller in Q1 2025 was Select Equity Group, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2025.