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A.O. Smith

623 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, 259 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: 259

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
623
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
Jones Financial Companies
401
Jones Financial Companies
Missouri
$357K
M&T Bank
402
M&T Bank
New York
$355K
Allspring Global Investments
403
Allspring Global Investments
North Carolina
$353K
ICM
404
IMS Capital Management
Oregon
$349K
BHPW
405
Beverly Hills Private Wealth
California
$348K
FG
406
Foster Group
Iowa
$343K
DO
407
denkapparat Operations
Germany
$337K
HWAM
408
Hennion & Walsh Asset Management
New Jersey
$333K
STA
409
Summit Trail Advisors
New York
$331K
SG
410
Sienna Gestion
France
$322K
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$321K
PCM
412
Polymer Capital Management
New York
$320K
LIM
413
Longfellow Investment Management
Massachusetts
$319K
SC
414
Savant Capital
Illinois
$317K
Skandinaviska Enskilda Banken (SEB)
415
Skandinaviska Enskilda Banken (SEB)
Sweden
$316K
NA
416
NewEdge Advisors
Louisiana
$316K
CC
417
Chicago Capital
Illinois
$314K
RWB
418
RMR Wealth Builders
New Jersey
$306K
CWA
419
Clearview Wealth Advisors
Oregon
$305K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$304K
FA
421
Faithward Advisors
Pennsylvania
$303K
EF
422
Empirical Finance
Pennsylvania
$303K
SC
423
Syon Capital
California
$293K
C
424
Certuity
Florida
$291K
AV
425
ASR Vermogensbeheer
Netherlands
$286K