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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 %
FAIM
376
Financial Advocates Investment Management
Washington
$449K +$125K +1,916 +39%
MFS
377
Mattson Financial Services
Michigan
$447K – – –
GI
378
Gradient Investments
Minnesota
$447K – – –
QWM
379
Quadcap Wealth Management
Texas
$445K +$445K +6,807 New
GIBU
380
Gulf International Bank (UK)
United Kingdom
$439K -$194K -2,979 -31%
ICM
381
IMS Capital Management
Oregon
$438K -$49K -750 -10%
FAM
382
Fairtree Asset Management
South Africa
$435K -$58.2K -890 -12%
SCM
383
Sterling Capital Management
North Carolina
$431K -$35K -536 -8%
GIA
384
Gateway Investment Advisers
Ohio
$431K +$40K +612 +10%
PP
385
Prudential plc
United Kingdom
$429K -$170K -2,598 -28%
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
$428K -$261K -4,005 -38%
DWP
387
Daymark Wealth Partners
Ohio
$418K -$327 -5 -0.1%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$418K – – –
CWM
389
Cornerstone Wealth Management
Missouri
$417K +$29.1K +445 +7%
SFG
390
SevenBridge Financial Group
Pennsylvania
$416K -$61.7K -876 -13%
BFM
391
Boothbay Fund Management
New York
$416K +$416K +6,360 New
PAG
392
Private Advisor Group
New Jersey
$413K -$24.5K -375 -6%
TFS
393
Thoroughbred Financial Services
Tennessee
$413K +$41.8K +640 +11%
AWA
394
Arkadios Wealth Advisors
Georgia
$413K +$413K +6,318 New
AIA
395
AssuredPartners Investment Advisors
Florida
$409K +$39.7K +607 +11%
ECM
396
Eisler Capital Management
United Kingdom
$409K +$409K +6,256 New
BCM
397
Buckhead Capital Management
Georgia
$408K – – –
CI Investments Inc
398
CI Investments Inc
Ontario, Canada
$404K +$37K +566 +10%
SAM
399
Securian Asset Management
Minnesota
$402K -$13.1K -200 -3%
Royal London Asset Management
400
Royal London Asset Management
United Kingdom
$400K +$400K +6,121 New
14 15
16
17 18