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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
351
Resonant Capital Advisors
Wisconsin
$523K +$571K +7,926 New
MFS
352
Mirabella Financial Services
United Kingdom
$513K +$161K +2,228 +40%
BMCM
353
Burns Matteson Capital Management
New York
$511K +$3.96K +55 +0.7%
IWC
354
Integrated Wealth Concepts
Massachusetts
$506K +$291K +4,042 +111%
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$504K -$1.57M -21,820 -74%
MCM
356
MAI Capital Management
Ohio
$499K +$54.1K +751 +11%
ACM
357
Aquatic Capital Management
Illinois
$487K +$533K +7,391 New
QWM
358
Quadcap Wealth Management
Texas
$483K -$1.8K -25 -0.3%
Rafferty Asset Management
359
Rafferty Asset Management
New York
$483K -$200K -2,777 -27%
CWM
360
Cornerstone Wealth Management
Missouri
$480K +$13.4K +186 +3%
CP
361
CenterBook Partners
Connecticut
$479K -$468K -6,487 -47%
SLAM
362
Swiss Life Asset Management
$472K +$68.6K +952 +15%
AI
363
AdvisorShares Investments
Maryland
$471K
BFM
364
Boothbay Fund Management
New York
$466K +$35.4K +491 +7%
HSA
365
HBK Sorce Advisory
Pennsylvania
$459K +$18.7K +260 +3%
GI
366
Gradient Investments
Minnesota
$453K +$2.52K +35 +0.5%
CCS
367
Concentric Capital Strategies
Connecticut
$451K +$493K +6,844 New
MFS
368
Mattson Financial Services
Michigan
$451K
MSU
369
Mizuho Securities USA
New York
$448K -$105K -1,458 -18%
IAA
370
Independent Advisor Alliance
North Carolina
$445K -$159K -2,202 -25%
CGH
371
Crossmark Global Holdings
Texas
$435K -$1.22M -16,910 -72%
PAG
372
Private Advisor Group
New Jersey
$434K +$25.9K +359 +6%
DnB Asset Management
373
DnB Asset Management
Norway
$429K +$469K +6,506 New
N
374
Natixis
France
$427K -$2.97M -41,158 -86%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$421K -$237K -3,289 -34%