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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
SC
426
Syon Capital
California
$293K
C
427
Certuity
Florida
$291K
AV
428
ASR Vermogensbeheer
Netherlands
$286K
PCM
429
Penserra Capital Management
California
$286K
JWCA
430
J.W. Cole Advisors
Florida
$281K
Asset Management One
431
Asset Management One
Japan
$280K
Walleye Trading
432
Walleye Trading
New York
$275K
CPIG
433
Chicago Partners Investment Group
Illinois
$275K
Envestnet Portfolio Solutions
434
Envestnet Portfolio Solutions
Illinois
$272K
SAI
435
Savvy Advisors Inc
New York
$268K
N
436
Numerai
California
$265K
FHA
437
First Horizon Advisors
Tennessee
$264K
EWA
438
EP Wealth Advisors
California
$264K
BRWM
439
Blue Rock Wealth Management
North Carolina
$262K
GWMR
440
GC Wealth Management RIA
Massachusetts
$262K
LCWP
441
Legacy Capital Wealth Partners
Arkansas
$260K
NB
442
Nicolet Bankshares
Wisconsin
$256K
Bessemer Group
443
Bessemer Group
New Jersey
$255K
FT
444
Fiduciary Trust
Massachusetts
$254K
CCM
445
Cullen Capital Management
New York
$254K
AAS
446
Ameritas Advisory Services
Nebraska
$254K
RBI
447
Raiffeisen Bank International
Austria
$253K
FFA
448
Founders Financial Alliance
North Carolina
$252K
MAS
449
Meeder Advisory Services
Ohio
$249K
MMA
450
Mizuho Markets Americas
New York
$249K