AOS icon

A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$136M
2
American Century Companies
American Century Companies
Missouri
+$80.1M
3
SP
Sarasin & Partners
United Kingdom
+$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$166M
2
State Street
State Street
Massachusetts
-$112M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$48.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$33.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
351
Tower Research Capital (TRC)
New York
$558K +$116K +1,770 +26%
IAA
352
Independent Advisor Alliance
North Carolina
$556K -$54.9K -840 -9%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$547K +$41.1K +629 +8%
HSA
354
HBK Sorce Advisory
Pennsylvania
$541K -$12.3K -188 -2%
BTI
355
Blue Trust Inc
Georgia
$538K +$107K +1,642 +25%
CGH
356
Crossmark Global Holdings
Texas
$536K +$78.4K +1,199 +17%
RPI
357
Railway Pension Investments
United Kingdom
$536K – – –
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$528K +$81.7K +1,251 +18%
SFSG
359
Sound Financial Strategies Group
Mississippi
$526K -$138K -2,117 -21%
Bessemer Group
360
Bessemer Group
New Jersey
$521K -$1.54M -23,507 -75%
PIM
361
Plato Investment Management
Australia
$518K – – –
N
362
Numerai
California
$510K -$1.3M -19,874 -72%
GWP
363
Gen-Wealth Partners
Michigan
$500K +$18.7K +286 +4%
SS
364
SBI Securities
Japan
$482K +$16.1K +246 +3%
RWM
365
Revisor Wealth Management
Ohio
$475K +$279K +4,265 +142%
EI
366
Ethic Inc
New York
$473K -$257K -3,918 -35%
HIMCH
367
Hartford Investment Management Co (HIMCO)
Connecticut
$473K +$1.37K +21 +0.3%
Pacer Advisors
368
Pacer Advisors
Pennsylvania
$471K -$254K -3,890 -35%
SB
369
Simmons Bank
Arkansas
$471K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
370
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$471K +$471K +7,200 New
EAM
371
Empirical Asset Management
Massachusetts
$467K +$467K +7,151 New
CG
372
Caprock Group
Idaho
$464K +$464K +7,098 New
Wealth Enhancement Advisory Services
373
Wealth Enhancement Advisory Services
Minnesota
$463K +$136K +2,084 +42%
CIBC World Market
374
CIBC World Market
Ontario, Canada
$460K -$131K -1,999 -22%
ACA
375
Aptus Capital Advisors
Alabama
$458K +$140K +2,136 +44%
13 14
15
16 17