AOS icon

A.O. Smith

623 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, 208 increasing their positions, 259 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 259

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
623
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LP
301
LMR Partners
United Kingdom
$787K
WP
302
WealthPLAN Partners
Nebraska
$782K
HighTower Advisors
303
HighTower Advisors
Illinois
$780K
AIP
304
Ameritas Investment Partners
Nebraska
$765K
Cerity Partners
305
Cerity Partners
New York
$756K
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$744K
QCM
307
QRG Capital Management
Illinois
$743K
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$734K
VCM
309
Voleon Capital Management
California
$733K
SA
310
SRN Advisors
Pennsylvania
$709K
Lido Advisors
311
Lido Advisors
California
$701K
WS
312
Wedbush Securities
California
$700K
Franklin Resources
313
Franklin Resources
California
$697K
GCM
314
Graham Capital Management
Connecticut
$695K
Rafferty Asset Management
315
Rafferty Asset Management
New York
$689K
GWM
316
GSB Wealth Management
Connecticut
$686K
FAM
317
Fairtree Asset Management
South Africa
$685K
Robeco Institutional Asset Management
318
Robeco Institutional Asset Management
Netherlands
$679K
VI
319
Versor Investments
New York
$672K
OPERF
320
Oregon Public Employees Retirement Fund
Oregon
$659K
X
321
Xponance
Pennsylvania
$655K
SCM
322
Stevens Capital Management
Pennsylvania
$647K
CWM
323
CIBC World Markets
New York
$642K
HAG
324
HighPoint Advisor Group
Illinois
$638K
CFM
325
Catalyst Funds Management
Australia
$631K