We are live on ! Find out more
AOS icon

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
WP
376
WealthPLAN Partners
Nebraska
$420K -$318K -4,413 -41%
HIMCH
377
Hartford Investment Management Co (HIMCO)
Connecticut
$418K
M&T Bank
378
M&T Bank
New York
$415K -$40.4K -560 -8%
BCM
379
Buckhead Capital Management
Georgia
$412K
SS
380
SBI Securities
Japan
$408K -$18.1K -251 -4%
HWAM
381
Hennion & Walsh Asset Management
New Jersey
$407K +$79K +1,096 +22%
IFU
382
iSAM Funds (UK)
United Kingdom
$404K +$442K +6,130 New
RWM
383
Revisor Wealth Management
Ohio
$404K -$30.1K -417 -6%
SAI
384
Savvy Advisors Inc
New York
$402K -$8.22K -114 -2%
HIP
385
HUB Investment Partners
Texas
$402K +$126K +1,742 +40%
MM
386
MQS Management
New York
$397K -$37.2K -516 -8%
CM
387
Capula Management
Cayman Islands
$396K +$433K +6,012 New
BAM
388
Bosun Asset Management
Illinois
$396K
BAAM
389
Baker Avenue Asset Management
California
$391K +$108K +1,493 +34%
FFA
390
Founders Financial Alliance
North Carolina
$381K +$11.9K +165 +3%
GI
391
GAMMA Investing
California
$376K +$140K +1,946 +52%
LSERS
392
Louisiana State Employees Retirement System
Louisiana
$376K -$7.21K -100 -2%
CRC
393
Curi RMB Capital
Illinois
$367K -$39.9K -554 -9%
MSRPS
394
Maryland State Retirement & Pension System
Maryland
$365K
CI Investments Inc
395
CI Investments Inc
Ontario, Canada
$361K -$3.82K -53 -1%
KCP
396
Kera Capital Partners
California
$361K +$65.7K +911 +20%
ACA
397
Anchor Capital Advisors
Massachusetts
$359K -$295K -4,100 -43%
ABLA
398
Alan B. Lancz & Associates
Ohio
$356K -$28.8K -400 -7%
KA
399
KLCM Advisors
Wisconsin
$356K
CCA
400
Childress Capital Advisors
Texas
$351K +$76.1K +1,056 +25%