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A.O. Smith
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Overview Fund Activity

621 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
301
LMR Partners
United Kingdom
$787K +$787K +11,996 New
WP
302
WealthPLAN Partners
Nebraska
$782K -$520K -7,925 -40%
HighTower Advisors
303
HighTower Advisors
Illinois
$780K -$87.5K -1,335 -10%
AIP
304
Ameritas Investment Partners
Nebraska
$765K -$6.23K -95 -0.8%
Cerity Partners
305
Cerity Partners
New York
$756K -$160K -2,445 -18%
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$744K – – –
QCM
307
QRG Capital Management
Illinois
$743K +$54.8K +835 +8%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$734K -$84.1K -1,282 -10%
VCM
309
Voleon Capital Management
California
$733K +$733K +11,182 New
SA
310
SRN Advisors
Pennsylvania
$709K +$39.5K +602 +6%
Lido Advisors
311
Lido Advisors
California
$701K -$503K -7,666 -42%
WS
312
Wedbush Securities
California
$700K +$119K +1,818 +21%
Franklin Resources
313
Franklin Resources
California
$697K -$184K -2,805 -21%
GCM
314
Graham Capital Management
Connecticut
$695K +$695K +10,596 New
Rafferty Asset Management
315
Rafferty Asset Management
New York
$689K +$110K +1,683 +19%
GWM
316
GSB Wealth Management
Connecticut
$686K +$686K +10,455 New
FAM
317
Fairtree Asset Management
South Africa
$685K +$249K +3,792 +57%
Robeco Institutional Asset Management
318
Robeco Institutional Asset Management
Netherlands
$679K -$3.11M -47,404 -82%
VI
319
Versor Investments
New York
$672K +$672K +10,253 New
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$659K -$6.56K -100 -1%
X
321
Xponance
Pennsylvania
$655K -$403K -6,139 -38%
SCM
322
Stevens Capital Management
Pennsylvania
$647K +$647K +9,872 New
CWM
323
CIBC World Markets
New York
$642K -$298K -4,544 -32%
HAG
324
HighPoint Advisor Group
Illinois
$638K -$3.87K -59 -0.6%
CFM
325
Catalyst Funds Management
Australia
$631K +$343K +5,225 +119%
11 12
13
14 15