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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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$364K
MSRPS
402
Maryland State Retirement & Pension System
Maryland
$363K
NB
403
Norinchukin Bank
Japan
$361K
Jones Financial Companies
404
Jones Financial Companies
Missouri
$357K
M&T Bank
405
M&T Bank
New York
$355K
Allspring Global Investments
406
Allspring Global Investments
North Carolina
$353K
ICM
407
IMS Capital Management
Oregon
$349K
BHPW
408
Beverly Hills Private Wealth
California
$348K
FG
409
Foster Group
Iowa
$343K
DO
410
denkapparat Operations
Germany
$337K
HWAM
411
Hennion & Walsh Asset Management
New Jersey
$333K
STA
412
Summit Trail Advisors
New York
$331K
SG
413
Sienna Gestion
France
$322K
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$321K
PCM
415
Polymer Capital Management
New York
$320K
LIM
416
Longfellow Investment Management
Massachusetts
$319K
SC
417
Savant Capital
Illinois
$317K
Skandinaviska Enskilda Banken (SEB)
418
Skandinaviska Enskilda Banken (SEB)
Sweden
$316K
NA
419
NewEdge Advisors
Louisiana
$316K
CC
420
Chicago Capital
Illinois
$314K
RWB
421
RMR Wealth Builders
New Jersey
$306K
CWA
422
Clearview Wealth Advisors
Oregon
$305K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$304K
FA
424
Faithward Advisors
Pennsylvania
$303K
EF
425
Empirical Finance
Pennsylvania
$303K