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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
VSQM
451
V-Square Quantitative Management
Illinois
$249K
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$243K
MPM
453
MBB Public Markets
Illinois
$242K
CL
454
Choreo LLC
Illinois
$241K
WPC
455
Wedmont Private Capital
Pennsylvania
$240K
GIM
456
Glenmede Investment Management
Pennsylvania
$240K
HR
457
Hardy Reed
Mississippi
$237K
Macquarie Group
458
Macquarie Group
Australia
$237K
AA
459
Advisory Alpha
Michigan
$236K
BPA
460
Beacon Pointe Advisors
California
$227K
PFM
461
Patton Fund Management
Texas
$222K
APA
462
Astoria Portfolio Advisors
New York
$221K
CM
463
Capula Management
Cayman Islands
$220K
DC
464
Davenport & Co
Virginia
$219K
PD
465
Point72 (DIFC)
United Arab Emirates
$218K
IA
466
IFP Advisors
Florida
$215K
JIC
467
Joel Isaacson & Co
New York
$213K
First Manhattan
468
First Manhattan
New York
$213K
OF
469
Optimize Financial
California
$212K
GI
470
GAMMA Investing
California
$211K
GM
471
GeoWealth Management
Illinois
$209K
SMDAM
472
Sumitomo Mitsui DS Asset Management
Japan
$209K
TW
473
Trajan Wealth
Arizona
$208K
Brown Advisory
474
Brown Advisory
Maryland
$208K
GAM
475
GEM Asset Management
Michigan
$208K