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A.O. Smith

623 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, 259 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: 259

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
623
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
VA
351
Vident Advisory
Georgia
$524K
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$522K
TPSF
353
Texas Permanent School Fund
Texas
$518K
HSA
354
HBK Sorce Advisory
Pennsylvania
$518K
CGH
355
Crossmark Global Holdings
Texas
$517K
ANBT
356
American National Bank & Trust
Texas
$514K
PIM
357
Plato Investment Management
Australia
$513K
SCM
358
Sterling Capital Management
North Carolina
$504K
GWP
359
Gen-Wealth Partners
Michigan
$496K
VF
360
Virtu Financial
New York
$478K
Aberdeen Group
361
Aberdeen Group
United Kingdom
$476K
Kovitz Investment Group Partners
362
Kovitz Investment Group Partners
Illinois
$476K
DTL
363
Dynamic Technology Lab
Singapore
$475K
SS
364
SBI Securities
Japan
$474K
SB
365
Simmons Bank
Arkansas
$472K
AC
366
AXQ Capital
New Jersey
$471K
Aviva
367
Aviva
United Kingdom
$470K
FAIM
368
Financial Advocates Investment Management
Washington
$462K
LWAM
369
Legacy Wealth Asset Management
Minnesota
$458K
TSMHT
370
Thurston Springer Miller Herd & Titak
Indiana
$457K
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$451K
QWM
372
Quadcap Wealth Management
Texas
$450K
GI
373
Gradient Investments
Minnesota
$448K
MFS
374
Mattson Financial Services
Michigan
$448K
SOW
375
State of Wyoming
Wyoming
$447K