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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
CFM
451
Catalyst Funds Management
Australia
$288K +$297K +4,400 New
MYLI
452
Meiji Yasuda Life Insurance
Japan
$286K +$296K +4,382 New
Envestnet Portfolio Solutions
453
Envestnet Portfolio Solutions
Illinois
$280K +$289K +4,278 New
RBI
454
Raiffeisen Bank International
Austria
$277K +$285K +4,222 New
PCM
455
Penserra Capital Management
California
$276K -$56.1K -830 -16%
CL
456
Choreo LLC
Illinois
$271K +$281K +4,151 New
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$270K +$113K +1,675 +68%
CBUSF
458
Construction & Building Unions Superannuation Fund
Australia
$268K
SAI
459
Savvy Advisors Inc
New York
$265K +$1.96K +29 +0.7%
TMAM
460
Tokio Marine Asset Management
Japan
$262K
BRWM
461
Blue Rock Wealth Management
North Carolina
$261K +$270K +4,000 New
VSQM
462
V-Square Quantitative Management
Illinois
$260K -$7.16K -106 -3%
NB
463
Nicolet Bankshares
Wisconsin
$255K
CCM
464
Cullen Capital Management
New York
$253K +$262K +3,873 New
Brown Advisory
465
Brown Advisory
Maryland
$253K +$262K +3,871 New
MRC
466
Millburn Ridgefield Corp
New York
$251K +$260K +3,842 New
LCWP
467
Legacy Capital Wealth Partners
Arkansas
$248K +$257K +3,801 New
AWS
468
Atria Wealth Solutions
New York
$248K -$60.4K -894 -19%
NMIMC
469
Northwestern Mutual Investment Management Company
Wisconsin
$245K -$1.76K -26 -0.7%
MAM
470
Martingale Asset Management
Massachusetts
$245K -$1.38M -20,384 -84%
CPIG
471
Chicago Partners Investment Group
Illinois
$241K +$243K +3,599 New
TW
472
Trajan Wealth
Arizona
$240K +$17.8K +263 +8%
HR
473
Hardy Reed
Mississippi
$239K +$2.7K +40 +1%
AA
474
Advisory Alpha
Michigan
$238K +$12.7K +188 +5%
FHA
475
First Horizon Advisors
Tennessee
$238K -$35.2K -521 -13%

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.