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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
401
Eisler Capital Management
United Kingdom
$409K +$423K +6,256 New
BCM
402
Buckhead Capital Management
Georgia
$408K
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$404K +$38.3K +566 +10%
SAM
404
Securian Asset Management
Minnesota
$402K -$13.5K -200 -3%
Royal London Asset Management
405
Royal London Asset Management
United Kingdom
$400K +$414K +6,121 New
EHC
406
Everett Harris & Co
California
$399K +$412K +6,100 New
SQA
407
Simon Quick Advisors
New Jersey
$396K +$57.9K +857 +16%
BAM
408
Bosun Asset Management
Illinois
$392K
BP
409
Ballentine Partners
Massachusetts
$391K +$404K +5,981 New
FDCDDQ
410
Federation des caisses Desjardins du Quebec
Quebec, Canada
$390K -$1.63M -24,140 -80%
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$390K -$157K -2,322 -28%
GT
412
Greenleaf Trust
Michigan
$387K +$3.58K +53 +0.9%
Two Sigma Investments
413
Two Sigma Investments
New York
$383K +$396K +5,855 New
BHPW
414
Beverly Hills Private Wealth
California
$382K +$11.9K +176 +3%
SAM
415
Shell Asset Management
Netherlands
$382K -$16.3K -241 -4%
M&T Bank
416
M&T Bank
New York
$380K -$158K -2,339 -29%
ABLA
417
Alan B. Lancz & Associates
Ohio
$379K
TSMHT
418
Thurston Springer Miller Herd & Titak
Indiana
$379K +$383K +5,669 +4,464%
QC
419
Quadrature Capital
United Kingdom
$376K +$388K +5,748 New
NMERB
420
New Mexico Educational Retirement Board
New Mexico
$363K -$13.5K -200 -3%
Allspring Global Investments
421
Allspring Global Investments
North Carolina
$363K +$12K +177 +3%
MSRPS
422
Maryland State Retirement & Pension System
Maryland
$362K -$89.6K -1,326 -19%
IA
423
IFP Advisors
Florida
$362K -$21.1K -312 -5%
CA
424
Claro Advisors
Massachusetts
$359K -$39.9K -590 -10%
NB
425
Norinchukin Bank
Japan
$354K +$41.2K +609 +13%

AOS Hedge Fund Activity: Q1 2025 in Review

656 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2025, worth a combined $7.28B — down 3.6% from $7.55B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new AOS positions and 89 closed out — a net gain of 21 holders — while 231 added to existing stakes and 239 trimmed.

The largest buyer was Impax Asset Management Group, adding an estimated $141M. The largest seller was Select Equity Group, cutting an estimated $171M.

  • 656 institutional investors held A.O. Smith (AOS) as of Q1 2025, up from 642 in Q4 2024.
  • Funds reported $7.28B of A.O. Smith stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 110 funds opened new A.O. Smith positions in Q1 2025 and 89 closed out, a net change of +21 holders.
  • The largest A.O. Smith buyer in Q1 2025 was Impax Asset Management Group, an estimated $141M added.
  • The largest A.O. Smith seller in Q1 2025 was Select Equity Group, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2025.