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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
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$912K +$44.7K +662 +5%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$910K -$81.7K -1,209 -7%
SOADOR
303
State of Alaska Department of Revenue
Alaska
$903K +$16.9K +250 +2%
MOACM
304
Mutual of America Capital Management
New York
$898K -$36.2K -535 -4%
Janus Henderson Group
305
Janus Henderson Group
United Kingdom
$887K +$36.8K +544 +4%
Franklin Resources
306
Franklin Resources
California
$878K -$1.86M -27,526 -67%
HighTower Advisors
307
HighTower Advisors
Illinois
$865K +$68K +1,006 +8%
EAM
308
EdenTree Asset Management
United Kingdom
$859K
OAM
309
OP Asset Management
$844K +$873K +12,915 New
SW
310
SlateStone Wealth
Florida
$825K
Mackenzie Financial
311
Mackenzie Financial
Ontario, Canada
$817K -$134K -1,978 -14%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$816K -$30.8K -455 -4%
CIAS
313
CFS Investment Advisory Services
New Jersey
$813K -$122K -1,809 -13%
Bank of Nova Scotia
314
Bank of Nova Scotia
Ontario, Canada
$810K -$3.01M -44,532 -78%
BCP
315
Blackhawk Capital Partners
Wisconsin
$804K +$831K +12,301 New
CB
316
Cadence Bank
Mississippi
$803K +$89.3K +1,321 +12%
MYAM
317
Meiji Yasuda Asset Management
Japan
$784K -$326K -4,820 -29%
N
318
Natixis
France
$778K -$11M -162,125 -93%
AIP
319
Ameritas Investment Partners
Nebraska
$769K +$13.7K +202 +2%
CIG
320
CCM Investment Group
Minnesota
$754K +$34.7K +513 +5%
EMPI
321
Elo Mutual Pension Insurance
Finland
$742K -$308K -4,558 -29%
Public Employees Retirement Association of Colorado
322
Public Employees Retirement Association of Colorado
Colorado
$742K
I
323
InceptionR
California
$738K +$471K +6,974 +161%
FC
324
FORA Capital
Florida
$718K -$1.09M -16,157 -60%
SC
325
SummitTX Capital
Texas
$713K +$737K +10,905 New

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.