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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
AT
351
Arlington Trust
Alabama
$570K
PFG
352
PAX Financial Group
Texas
$567K +$541 +8 +0.1%
ACM
353
Aster Capital Management
United Arab Emirates
$562K +$571K +8,454 New
LTAS
354
Linden Thomas Advisory Services
North Carolina
$562K +$2.37K +35 +0.4%
GXJ
355
Global X Japan
Japan
$561K +$125K +1,854 +28%
TRCT
356
Tower Research Capital (TRC)
New York
$558K +$120K +1,770 +26%
IAA
357
Independent Advisor Alliance
North Carolina
$556K -$56.8K -840 -9%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$547K +$42.5K +629 +8%
HSA
359
HBK Sorce Advisory
Pennsylvania
$541K -$12.7K -188 -2%
BTI
360
Blue Trust Inc
Georgia
$538K +$111K +1,642 +25%
CGH
361
Crossmark Global Holdings
Texas
$536K +$81K +1,199 +17%
RPI
362
Railway Pension Investments
United Kingdom
$536K
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$528K +$84.5K +1,251 +18%
SFSG
364
Sound Financial Strategies Group
Mississippi
$526K -$143K -2,117 -21%
Bessemer Group
365
Bessemer Group
New Jersey
$521K -$1.59M -23,507 -75%
PIM
366
Plato Investment Management
Australia
$518K
N
367
Numerai
California
$510K -$1.34M -19,874 -72%
GWP
368
Gen-Wealth Partners
Michigan
$500K +$19.3K +286 +4%
SS
369
SBI Securities
Japan
$482K +$16.6K +246 +3%
RWM
370
Revisor Wealth Management
Ohio
$475K +$288K +4,265 +142%
EI
371
Ethic Inc
New York
$473K -$265K -3,918 -35%
HIMCH
372
Hartford Investment Management Co (HIMCO)
Connecticut
$473K +$1.42K +21 +0.3%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$471K -$263K -3,890 -35%
SB
374
Simmons Bank
Arkansas
$471K
Grantham, Mayo, Van Otterloo & Co (GMO)
375
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$471K +$487K +7,200 New

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.