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A.O. Smith

626 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, 261 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: 261

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
626
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
MFS
376
Mattson Financial Services
Michigan
$448K
GI
377
Gradient Investments
Minnesota
$448K
SOW
378
State of Wyoming
Wyoming
$447K
EI
379
Ethic Inc
New York
$443K
BAM
380
Blueshift Asset Management
New Jersey
$439K
CWM
381
Cornerstone Wealth Management
Missouri
$435K
IWC
382
Integrated Wealth Concepts
Massachusetts
$431K
ACA
383
Aptus Capital Advisors
Alabama
$425K
Focus Partners Wealth
384
Focus Partners Wealth
Massachusetts
$419K
RI
385
Ridgewood Investments
New Jersey
$413K
BCM
386
Buckhead Capital Management
Georgia
$409K
DWP
387
Daymark Wealth Partners
Ohio
$401K
EC
388
EntryPoint Capital
New York
$400K
LSERS
389
Louisiana State Employees Retirement System
Louisiana
$400K
BAM
390
Bosun Asset Management
Illinois
$393K
SAM
391
Securian Asset Management
Minnesota
$390K
CI Investments Inc
392
CI Investments Inc
Ontario, Canada
$389K
PFG
393
PAX Financial Group
Texas
$389K
SFA
394
Sequoia Financial Advisors
Ohio
$386K
SAM
395
Shell Asset Management
Netherlands
$383K
IC
396
Inscription Capital
Texas
$382K
SFG
397
SevenBridge Financial Group
Pennsylvania
$380K
ABLA
398
Alan B. Lancz & Associates
Ohio
$380K
AP
399
Advisors Preferred
Maryland
$379K
GT
400
Greenleaf Trust
Michigan
$375K