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A.O. Smith

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
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$628K +$147K +2,157 +30%
FC
327
FORA Capital
Florida
$627K -$93.4K -1,424 -13%
IGAM
328
iA Global Asset Management
Quebec, Canada
$627K -$962K -14,667 -61%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$627K +$96.9K +1,478 +18%
Pacer Advisors
330
Pacer Advisors
Pennsylvania
$623K +$151K +2,303 +32%
LWM
331
Lionshead Wealth Management
New York
$622K -$10.7K -163 -2%
MYAM
332
Meiji Yasuda Asset Management
Japan
$615K -$171K -2,610 -22%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$612K -$24.6M -373,875 -98%
CIAS
334
CFS Investment Advisory Services
New Jersey
$612K -$203K -3,096 -25%
PMAM
335
Picton Mahoney Asset Management
Ontario, Canada
$612K +$612K +9,328 New
GXJ
336
Global X Japan
Japan
$607K +$44.7K +682 +8%
SRL
337
Scientech Research LLC
New Jersey
$603K -$390K -5,947 -39%
JGUA
338
John G. Ullman & Associates
New York
$603K +$6.56K +100 +1%
AT
339
Arlington Trust
Alabama
$598K +$26.3K +401 +5%
DADC
340
D.A. Davidson & Co
Montana
$590K -$56.7K -864 -9%
UAS
341
United Asset Strategies
New York
$584K -$43.5K -664 -7%
Acadian Asset Management
342
Acadian Asset Management
Massachusetts
$580K +$150K +2,293 +35%
BTI
343
Blue Trust Inc
Georgia
$577K +$37.8K +576 +7%
AI
344
Atom Investors
Texas
$571K +$571K +8,715 New
RWM
345
Revisor Wealth Management
Ohio
$570K +$59K +839 +12%
LTAS
346
Linden Thomas Advisory Services
North Carolina
$558K -$5.64K -86 -1%
IAA
347
Independent Advisor Alliance
North Carolina
$554K -$4.59K -70 -0.8%
Assenagon Asset Management
348
Assenagon Asset Management
Luxembourg
$551K -$6.06M -92,474 -92%
RPI
349
Railway Pension Investments
United Kingdom
$538K
MSU
350
Mizuho Securities USA
New York
$527K -$92.8K -1,415 -15%