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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
VSQM
426
V-Square Quantitative Management
Illinois
$287K +$17.6K +244 +6%
DC
427
Davenport & Co
Virginia
$286K +$1.87K +26 +0.6%
HWM
428
HB Wealth Management
Georgia
$282K -$23.9K -331 -7%
OAG
429
Oakmont Advisory Group
New Mexico
$282K +$308K +4,275 New
HI
430
Horizon Investments
North Carolina
$281K -$1.51M -20,949 -83%
QL
431
Quarry LP
New York
$278K +$178K +2,464 +141%
SPIA
432
Steward Partners Investment Advisory
New York
$277K +$3.75K +52 +1%
GM
433
GeoWealth Management
Illinois
$274K -$49.6K -688 -14%
WPC
434
Wedmont Private Capital
Pennsylvania
$271K +$45.3K +629 +18%
GWMR
435
GC Wealth Management RIA
Massachusetts
$269K -$109K -1,514 -27%
PFS
436
Prospera Financial Services
Texas
$269K +$59K +819 +25%
FT
437
Fiduciary Trust
Massachusetts
$268K +$6.85K +95 +2%
BRWM
438
Blue Rock Wealth Management
North Carolina
$264K
PWM
439
Perigon Wealth Management
California
$263K -$87.1K -1,209 -23%
BPAMU
440
BTG Pactual Asset Management US
New York
$263K +$287K +3,987 New
UCFA
441
United Capital Financial Advisors
Texas
$262K +$286K +3,970 New
LCWP
442
Legacy Capital Wealth Partners
Arkansas
$261K -$1.3K -18 -0.5%
Acadian Asset Management
443
Acadian Asset Management
Massachusetts
$260K +$285K +3,953 New
GHA
444
GW Henssler & Associates
Georgia
$259K -$10.6K -147 -4%
MA
445
MCF Advisors
Kentucky
$258K +$282K +3,910 New
NB
446
Nicolet Bankshares
Wisconsin
$257K
IC
447
IEQ Capital
California
$256K -$4.36M -60,455 -94%
SCM
448
Sterling Capital Management
North Carolina
$251K -$210K -2,910 -43%
AHL
449
Abel Hall LLC
Louisiana
$251K +$274K +3,802 New
PFG
450
PAX Financial Group
Texas
$248K -$36.1K -501 -12%