AOS icon

A.O. Smith

628 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, 230 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$35.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
351
Resonant Capital Advisors
Wisconsin
$523K
MFS
352
Mirabella Financial Services
United Kingdom
$513K
BMCM
353
Burns Matteson Capital Management
New York
$511K
IWC
354
Integrated Wealth Concepts
Massachusetts
$506K
Bank of Nova Scotia
355
Bank of Nova Scotia
Ontario, Canada
$504K
MCM
356
MAI Capital Management
Ohio
$499K
ACM
357
Aquatic Capital Management
Illinois
$487K
QWM
358
Quadcap Wealth Management
Texas
$483K
Rafferty Asset Management
359
Rafferty Asset Management
New York
$483K
CWM
360
Cornerstone Wealth Management
Missouri
$480K
CP
361
CenterBook Partners
Connecticut
$479K
SLAM
362
Swiss Life Asset Management
$472K
AI
363
AdvisorShares Investments
Maryland
$471K
BFM
364
Boothbay Fund Management
New York
$466K
HSA
365
HBK Sorce Advisory
Pennsylvania
$459K
GI
366
Gradient Investments
Minnesota
$453K
CCS
367
Concentric Capital Strategies
Connecticut
$451K
MFS
368
Mattson Financial Services
Michigan
$451K
MSU
369
Mizuho Securities USA
New York
$448K
IAA
370
Independent Advisor Alliance
North Carolina
$445K
CGH
371
Crossmark Global Holdings
Texas
$435K
PAG
372
Private Advisor Group
New Jersey
$434K
DnB Asset Management
373
DnB Asset Management
Norway
$429K
N
374
Natixis
France
$427K
WP
375
WealthPLAN Partners
Nebraska
$420K