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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
EAM
376
Empirical Asset Management
Massachusetts
$467K +$483K +7,151 New
CG
377
Caprock Group
Idaho
$464K +$480K +7,098 New
Wealth Enhancement Advisory Services
378
Wealth Enhancement Advisory Services
Minnesota
$463K +$141K +2,084 +42%
CIBC World Market
379
CIBC World Market
Ontario, Canada
$460K -$135K -1,999 -22%
ACA
380
Aptus Capital Advisors
Alabama
$458K +$144K +2,136 +44%
FAIM
381
Financial Advocates Investment Management
Washington
$449K +$129K +1,916 +39%
GI
382
Gradient Investments
Minnesota
$447K
MFS
383
Mattson Financial Services
Michigan
$447K
QWM
384
Quadcap Wealth Management
Texas
$445K +$460K +6,807 New
GIBU
385
Gulf International Bank (UK)
United Kingdom
$439K -$201K -2,979 -31%
ICM
386
IMS Capital Management
Oregon
$438K -$50.7K -750 -10%
FAM
387
Fairtree Asset Management
South Africa
$435K -$60.1K -890 -12%
SCM
388
Sterling Capital Management
North Carolina
$431K -$36.2K -536 -8%
GIA
389
Gateway Investment Advisers
Ohio
$431K +$41.4K +612 +10%
PP
390
Prudential plc
United Kingdom
$429K -$176K -2,598 -28%
Acadian Asset Management
391
Acadian Asset Management
Massachusetts
$428K -$271K -4,005 -38%
DWP
392
Daymark Wealth Partners
Ohio
$418K -$338 -5 -0.1%
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$418K
CWM
394
Cornerstone Wealth Management
Missouri
$417K +$30.1K +445 +7%
SFG
395
SevenBridge Financial Group
Pennsylvania
$416K -$59.2K -876 -13%
BFM
396
Boothbay Fund Management
New York
$416K +$430K +6,360 New
PAG
397
Private Advisor Group
New Jersey
$413K -$25.3K -375 -6%
TFS
398
Thoroughbred Financial Services
Tennessee
$413K +$43.3K +640 +11%
AWA
399
Arkadios Wealth Advisors
Georgia
$413K +$427K +6,318 New
AIA
400
AssuredPartners Investment Advisors
Florida
$409K +$41K +607 +11%

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.