AOS icon

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 %
EHC
401
Everett Harris & Co
California
$399K +$399K +6,100 New
SQA
402
Simon Quick Advisors
New Jersey
$396K +$56K +857 +16%
BAM
403
Bosun Asset Management
Illinois
$392K – – –
BP
404
Ballentine Partners
Massachusetts
$391K +$391K +5,981 New
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K -$1.58M -24,140 -80%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$390K -$152K -2,322 -28%
GT
407
Greenleaf Trust
Michigan
$387K +$3.46K +53 +0.9%
Two Sigma Investments
408
Two Sigma Investments
New York
$383K +$383K +5,855 New
BHPW
409
Beverly Hills Private Wealth
California
$382K +$11.5K +176 +3%
SAM
410
Shell Asset Management
Netherlands
$382K -$15.8K -241 -4%
M&T Bank
411
M&T Bank
New York
$380K -$153K -2,339 -29%
ABLA
412
Alan B. Lancz & Associates
Ohio
$379K – – –
TSMHT
413
Thurston Springer Miller Herd & Titak
Indiana
$379K +$371K +5,669 +4,464%
QC
414
Quadrature Capital
United Kingdom
$376K +$376K +5,748 New
NMERB
415
New Mexico Educational Retirement Board
New Mexico
$363K -$13.1K -200 -3%
Allspring Global Investments
416
Allspring Global Investments
North Carolina
$363K +$11.6K +177 +3%
MSRPS
417
Maryland State Retirement & Pension System
Maryland
$362K -$86.7K -1,326 -19%
IA
418
IFP Advisors
Florida
$362K -$20.5K -312 -5%
CA
419
Claro Advisors
Massachusetts
$359K -$38.6K -590 -10%
NB
420
Norinchukin Bank
Japan
$354K +$39.8K +609 +13%
C
421
Certuity
Florida
$349K +$349K +5,340 New
AAS
422
Ameritas Advisory Services
Nebraska
$346K +$273 +4 +0.1%
RI
423
Ridgewood Investments
New Jersey
$345K +$288K +4,406 +503%
Jones Financial Companies
424
Jones Financial Companies
Missouri
$344K -$14.8K -225 -4%
Focus Partners Wealth
425
Focus Partners Wealth
Massachusetts
$342K -$24.2K -371 -7%
15 16
17
18 19