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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
GIA
301
Gateway Investment Advisers
Ohio
$814K +$198K +2,751 +29%
X
302
Xponance
Pennsylvania
$810K +$193K +2,682 +28%
GXJ
303
Global X Japan
Japan
$806K +$1.59K +22 +0.2%
WS
304
Wedbush Securities
California
$800K +$22.1K +307 +3%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$800K +$171K +2,379 +24%
MOACM
306
Mutual of America Capital Management
New York
$789K -$15.6K -216 -2%
CG
307
Caprock Group
Idaho
$788K -$519K -7,208 -38%
DIA
308
Dean Investment Associates
Ohio
$788K +$234K +3,245 +37%
Nomura Holdings
309
Nomura Holdings
Japan
$787K -$659K -9,141 -43%
MML Investors Services
310
MML Investors Services
Massachusetts
$778K -$359K -4,987 -30%
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
$755K +$18.7K +259 +2%
BBFA
312
Brindle & Bay Financial Advisors
Texas
$751K +$821K +11,396 New
FA
313
Faithward Advisors
Pennsylvania
$742K +$103K +1,429 +30%
SOADOR
314
State of Alaska Department of Revenue
Alaska
$737K -$11.5K -160 -1%
JGUA
315
John G. Ullman & Associates
New York
$732K +$101K +1,400 +14%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$731K
AC
317
AXQ Capital
New Jersey
$731K +$799K +11,080 New
NG
318
Navigation Group
California
$713K +$779K +10,811 New
RIM
319
Rakuten Investment Management
Japan
$705K +$69.3K +961 +10%
CC
320
Chicago Capital
Illinois
$697K +$121K +1,680 +19%
AIP
321
Ameritas Investment Partners
Nebraska
$696K +$33.7K +468 +5%
UAS
322
United Asset Strategies
New York
$694K +$67.7K +939 +10%
MIM
323
Morningstar Investment Management
Illinois
$690K -$140K -1,945 -16%
MC
324
Machina Capital
France
$685K -$1.61M -22,319 -68%
DO
325
denkapparat Operations
Germany
$649K +$169K +2,348 +31%