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A.O. Smith

621 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, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
EI
376
Ethic Inc
New York
$443K -$30.3K -461 -6%
BAM
377
Blueshift Asset Management
New Jersey
$439K +$439K +6,688 New
CWM
378
Cornerstone Wealth Management
Missouri
$435K +$16.9K +258 +4%
IWC
379
Integrated Wealth Concepts
Massachusetts
$431K +$431K +6,568 New
ACA
380
Aptus Capital Advisors
Alabama
$425K -$33.5K -511 -7%
Focus Partners Wealth
381
Focus Partners Wealth
Massachusetts
$419K +$75.5K +1,152 +22%
RI
382
Ridgewood Investments
New Jersey
$413K +$66.2K +1,009 +19%
BCM
383
Buckhead Capital Management
Georgia
$409K
DWP
384
Daymark Wealth Partners
Ohio
$401K -$19.3K -294 -5%
EC
385
EntryPoint Capital
New York
$400K +$400K +6,106 New
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$400K -$19.7K -300 -5%
BAM
387
Bosun Asset Management
Illinois
$393K
SAM
388
Securian Asset Management
Minnesota
$390K -$13.1K -200 -3%
CI Investments Inc
389
CI Investments Inc
Ontario, Canada
$389K -$16.2K -248 -4%
PFG
390
PAX Financial Group
Texas
$389K -$180K -2,751 -32%
SFA
391
Sequoia Financial Advisors
Ohio
$386K +$386K +5,888 New
SAM
392
Shell Asset Management
Netherlands
$383K
IC
393
Inscription Capital
Texas
$382K +$382K +5,825 New
SFG
394
SevenBridge Financial Group
Pennsylvania
$380K -$41.1K -576 -10%
ABLA
395
Alan B. Lancz & Associates
Ohio
$380K
AP
396
Advisors Preferred
Maryland
$379K +$379K +5,592 New
GT
397
Greenleaf Trust
Michigan
$375K -$13.3K -203 -3%
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$364K
MSRPS
399
Maryland State Retirement & Pension System
Maryland
$363K
NB
400
Norinchukin Bank
Japan
$361K +$6.43K +98 +2%