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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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$346K
NB
402
Norinchukin Bank
Japan
$344K -$2.59K -36 -0.7%
GT
403
Greenleaf Trust
Michigan
$343K -$1.66K -23 -0.4%
FMI
404
Frec Markets Inc
California
$340K +$372K +5,155 New
AWA
405
Aaron Wealth Advisors
Illinois
$337K +$8.43K +117 +2%
OAC
406
OMERS Administration Corp
Ontario, Canada
$337K
TRCT
407
Tower Research Capital (TRC)
New York
$334K +$137K +1,901 +60%
DCM
408
DGS Capital Management
New Jersey
$327K +$357K +4,955 New
Allspring Global Investments
409
Allspring Global Investments
North Carolina
$326K +$10.2K +142 +3%
FG
410
Foster Group
Iowa
$321K -$793 -11 -0.2%
MAM
411
MMA Asset Management
Pennsylvania
$320K +$350K +4,860 New
GWP
412
Gen-Wealth Partners
Michigan
$315K +$16.3K +226 +5%
S
413
SignatureFD
Georgia
$312K +$249K +3,452 +271%
BHPW
414
Beverly Hills Private Wealth
California
$311K -$19.2K -267 -5%
RWB
415
RMR Wealth Builders
New Jersey
$309K
MSE
416
MUFG Securities EMEA
United Kingdom
$304K -$5.77K -80 -2%
Asset Management One
417
Asset Management One
Japan
$301K -$2.81K -39 -0.8%
PGWA
418
Plus Group Wealth Advisors
Wisconsin
$301K
GT
419
Glenmede Trust
Pennsylvania
$299K +$18.8K +261 +6%
SB
420
Simmons Bank
Arkansas
$297K
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$295K -$1.82M -25,290 -85%
EF
422
Empirical Finance
Pennsylvania
$294K -$1.08K -15 -0.3%
CL
423
Choreo LLC
Illinois
$293K +$46.1K +640 +17%
HFS
424
Hantz Financial Services
Michigan
$288K +$260K +3,613 +483%
CCM
425
Cullen Capital Management
New York
$288K -$37K -513 -11%