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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
RIM
326
Rakuten Investment Management
Japan
$712K +$733K +10,845 New
CAG
327
Cypress Advisory Group
Arizona
$699K +$52.7K +780 +8%
AAS
328
Annex Advisory Services
Wisconsin
$694K -$15M -221,431 -95%
TC
329
TownSquare Capital
Utah
$686K +$40.6K +601 +6%
QCM
330
QRG Capital Management
Illinois
$686K -$56K -829 -7%
VF
331
Virtu Financial
New York
$684K -$493K -7,288 -41%
SA
332
SRN Advisors
Pennsylvania
$667K -$21.1K -312 -3%
SAA
333
Southeast Asset Advisors
Georgia
$666K -$1.35M -19,925 -66%
OPERF
334
Oregon Public Employees Retirement Fund
Oregon
$664K -$6.08K -90 -0.9%
CCIA
335
Campbell & Co Investment Adviser
Maryland
$661K -$1.07M -15,906 -61%
HAG
336
HighPoint Advisor Group
Illinois
$656K -$103K -1,517 -13%
AV
337
ASR Vermogensbeheer
Netherlands
$653K +$675K +9,995 New
DADC
338
D.A. Davidson & Co
Montana
$645K -$37.6K -556 -5%
MNA
339
Manning & Napier Advisors
New York
$637K -$982K -14,527 -60%
SG Americas Securities
340
SG Americas Securities
New York
$636K -$10M -148,638 -94%
LWM
341
Lionshead Wealth Management
New York
$631K -$33.3K -492 -5%
UAS
342
United Asset Strategies
New York
$625K +$25.1K +371 +4%
Allianz Asset Management
343
Allianz Asset Management
Germany
$620K +$110K +1,621 +21%
MSU
344
Mizuho Securities USA
New York
$618K -$124K -1,834 -16%
JGUA
345
John G. Ullman & Associates
New York
$595K +$40.5K +600 +7%
Aviva
346
Aviva
United Kingdom
$595K +$49.5K +733 +9%
WS
347
Wedbush Securities
California
$579K +$26.8K +397 +5%
Aberdeen Group
348
Aberdeen Group
United Kingdom
$577K +$2.3K +34 +0.4%
Rafferty Asset Management
349
Rafferty Asset Management
New York
$576K -$156K -2,310 -21%
ANBT
350
American National Bank & Trust
Texas
$572K -$712K -10,533 -55%

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.