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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
C
426
Certuity
Florida
$349K +$361K +5,340 New
AAS
427
Ameritas Advisory Services
Nebraska
$346K +$270 +4 +0.1%
RI
428
Ridgewood Investments
New Jersey
$345K +$298K +4,406 +503%
Jones Financial Companies
429
Jones Financial Companies
Missouri
$344K -$15.2K -225 -4%
Focus Partners Wealth
430
Focus Partners Wealth
Massachusetts
$342K -$25.1K -371 -7%
SG
431
Sienna Gestion
France
$341K
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$337K -$1.65M -24,406 -83%
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$332K
1C
434
111 Capital
France
$327K +$338K +5,001 New
EOJOAM
435
E. Ohman J:or Asset Management
Sweden
$327K
RWB
436
RMR Wealth Builders
New Jersey
$320K +$14.1K +209 +4%
LIM
437
Longfellow Investment Management
Massachusetts
$318K +$329K +4,862 New
HCM
438
Howard Capital Management
Georgia
$314K +$325K +4,807 New
ALAM
439
Asahi Life Asset Management
Japan
$312K +$323K +4,780 New
NRD
440
Nebula Research & Development
New York
$310K -$453K -6,705 -59%
MGP
441
Metis Global Partners
California
$306K +$46.6K +690 +17%
GT
442
Glenmede Trust
Pennsylvania
$306K +$29.5K +436 +10%
CWA
443
Clearview Wealth Advisors
Oregon
$303K +$314K +4,643 New
FA
444
Faithward Advisors
Pennsylvania
$302K +$313K +4,627 New
EF
445
Empirical Finance
Pennsylvania
$300K +$21.4K +316 +7%
MPM
446
MBB Public Markets
Illinois
$298K +$308K +4,552 New
MM
447
MQS Management
New York
$297K +$307K +4,549 New
FT
448
Fiduciary Trust
Massachusetts
$292K +$405 +6 +0.1%
OQS
449
Occudo Quantitative Strategies
Florida
$288K +$63.5K +940 +27%
CCM
450
Coldstream Capital Management
Washington
$288K -$7.23K -107 -2%

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.