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A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$136M
2
American Century Companies
American Century Companies
Missouri
+$80.1M
3
SP
Sarasin & Partners
United Kingdom
+$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$166M
2
State Street
State Street
Massachusetts
-$112M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$48.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$33.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
451
Choreo LLC
Illinois
$271K +$271K +4,151 New
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$270K +$109K +1,675 +68%
SC
453
Savant Capital
Illinois
$268K -$22K -336 -8%
CBUSF
454
Construction & Building Unions Superannuation Fund
Australia
$268K – – –
SAI
455
Savvy Advisors Inc
New York
$265K +$1.9K +29 +0.7%
TMAM
456
Tokio Marine Asset Management
Japan
$262K – – –
BRWM
457
Blue Rock Wealth Management
North Carolina
$261K +$261K +4,000 New
VSQM
458
V-Square Quantitative Management
Illinois
$260K -$6.93K -106 -3%
NB
459
Nicolet Bankshares
Wisconsin
$255K – – –
CCM
460
Cullen Capital Management
New York
$253K +$253K +3,873 New
Brown Advisory
461
Brown Advisory
Maryland
$253K +$253K +3,871 New
MRC
462
Millburn Ridgefield Corp
New York
$251K +$251K +3,842 New
LCWP
463
Legacy Capital Wealth Partners
Arkansas
$248K +$248K +3,801 New
AWS
464
Atria Wealth Solutions
New York
$248K -$58.4K -894 -19%
NMIMC
465
Northwestern Mutual Investment Management Company
Wisconsin
$245K -$1.7K -26 -0.7%
MAM
466
Martingale Asset Management
Massachusetts
$245K -$1.33M -20,384 -84%
CPIG
467
Chicago Partners Investment Group
Illinois
$241K +$241K +3,599 New
TW
468
Trajan Wealth
Arizona
$240K +$17.2K +263 +8%
HR
469
Hardy Reed
Mississippi
$239K +$2.61K +40 +1%
AA
470
Advisory Alpha
Michigan
$238K +$12.3K +188 +5%
FHA
471
First Horizon Advisors
Tennessee
$238K -$34.1K -521 -13%
MAM
472
Meeder Asset Management
Ohio
$229K -$358K -5,481 -61%
AIM
473
Aigen Investment Management
New York
$228K -$1.43M -21,953 -86%
BPA
474
Beacon Pointe Advisors
California
$226K -$504K -7,715 -69%
ECM
475
Everence Capital Management
Indiana
$225K – – –
17 18
19
20 21