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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
PCM
426
Penserra Capital Management
California
$286K
JWCA
427
J.W. Cole Advisors
Florida
$281K
Asset Management One
428
Asset Management One
Japan
$280K
Walleye Trading
429
Walleye Trading
New York
$275K
CPIG
430
Chicago Partners Investment Group
Illinois
$275K
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$272K
SAI
432
Savvy Advisors Inc
New York
$268K
N
433
Numerai
California
$265K
FHA
434
First Horizon Advisors
Tennessee
$264K
EWA
435
EP Wealth Advisors
California
$264K
BRWM
436
Blue Rock Wealth Management
North Carolina
$262K
GWMR
437
GC Wealth Management RIA
Massachusetts
$262K
LCWP
438
Legacy Capital Wealth Partners
Arkansas
$260K
NB
439
Nicolet Bankshares
Wisconsin
$256K
Bessemer Group
440
Bessemer Group
New Jersey
$255K
FT
441
Fiduciary Trust
Massachusetts
$254K
CCM
442
Cullen Capital Management
New York
$254K
AAS
443
Ameritas Advisory Services
Nebraska
$254K
RBI
444
Raiffeisen Bank International
Austria
$253K
FFA
445
Founders Financial Alliance
North Carolina
$252K
MAS
446
Meeder Advisory Services
Ohio
$249K
MMA
447
Mizuho Markets Americas
New York
$249K
VSQM
448
V-Square Quantitative Management
Illinois
$249K
NMIMC
449
Northwestern Mutual Investment Management Company
Wisconsin
$243K
MPM
450
MBB Public Markets
Illinois
$242K