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A.O. Smith

626 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, 261 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: 261

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
626
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
CWM
326
CIBC World Markets
New York
$642K
HAG
327
HighPoint Advisor Group
Illinois
$638K
CFM
328
Catalyst Funds Management
Australia
$631K
Wealth Enhancement Advisory Services
329
Wealth Enhancement Advisory Services
Minnesota
$628K
FC
330
FORA Capital
Florida
$627K
IGAM
331
iA Global Asset Management
Quebec, Canada
$627K
Cambridge Investment Research Advisors
332
Cambridge Investment Research Advisors
Iowa
$627K
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$623K
LWM
334
Lionshead Wealth Management
New York
$622K
MYAM
335
Meiji Yasuda Asset Management
Japan
$615K
TRSOTSOK
336
Teachers Retirement System of the State of Kentucky
Kentucky
$612K
CIAS
337
CFS Investment Advisory Services
New Jersey
$612K
PMAM
338
Picton Mahoney Asset Management
Ontario, Canada
$612K
GXJ
339
Global X Japan
Japan
$607K
SRL
340
Scientech Research LLC
New Jersey
$603K
JGUA
341
John G. Ullman & Associates
New York
$603K
AT
342
Arlington Trust
Alabama
$598K
DADC
343
D.A. Davidson & Co
Montana
$590K
UAS
344
United Asset Strategies
New York
$584K
Acadian Asset Management
345
Acadian Asset Management
Massachusetts
$580K
BTI
346
Blue Trust Inc
Georgia
$577K
AI
347
Atom Investors
Texas
$571K
RWM
348
Revisor Wealth Management
Ohio
$570K
LTAS
349
Linden Thomas Advisory Services
North Carolina
$558K
IAA
350
Independent Advisor Alliance
North Carolina
$554K