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A.O. Smith
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Overview Fund Activity

621 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, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
Millennium Management
New York
$111M
3
Morgan Stanley
Morgan Stanley
New York
$191M
4
American Century Companies
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$2.63M
2
BlackRock
BlackRock
New York
$467M
3
Select Equity Group
Select Equity Group
New York
$0
4
KBC Group
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
451
Glenmede Investment Management
Pennsylvania
$240K +$240K +3,661 New
HR
452
Hardy Reed
Mississippi
$237K -$2.62K -40 -1%
Macquarie Group
453
Macquarie Group
Australia
$237K -$1.13M -17,180 -83%
AA
454
Advisory Alpha
Michigan
$236K -$2.75K -42 -1%
BPA
455
Beacon Pointe Advisors
California
$227K – – –
PFM
456
Patton Fund Management
Texas
$222K +$222K +3,388 New
APA
457
Astoria Portfolio Advisors
New York
$221K +$221K +2,985 New
CM
458
Capula Management
Cayman Islands
$220K +$220K +3,348 New
DC
459
Davenport & Co
Virginia
$219K +$8.39K +128 +4%
PD
460
Point72 (DIFC)
United Arab Emirates
$218K +$218K +3,323 New
IA
461
IFP Advisors
Florida
$215K -$304K -3,230 -59%
JIC
462
Joel Isaacson & Co
New York
$213K – – –
First Manhattan
463
First Manhattan
New York
$213K – – –
OF
464
Optimize Financial
California
$212K -$1.44K -22 -0.7%
GI
465
GAMMA Investing
California
$211K +$20.8K +317 +11%
GM
466
GeoWealth Management
Illinois
$209K -$7.74K -118 -4%
SMDAM
467
Sumitomo Mitsui DS Asset Management
Japan
$209K -$706K -10,767 -77%
TW
468
Trajan Wealth
Arizona
$208K -$32.1K -490 -13%
Brown Advisory
469
Brown Advisory
Maryland
$208K -$45.6K -695 -18%
GAM
470
GEM Asset Management
Michigan
$208K – – –
HI
471
Hudock Inc
Pennsylvania
$207K +$984 +15 +0.5%
AAS
472
Annex Advisory Services
Wisconsin
$206K -$490K -7,475 -70%
PF
473
Phoenix Financial
Israel
$206K -$4.46K -68 -2%
WANY
474
Wealthspire Advisors (New York)
New York
$204K +$204K +3,110 New
Walleye Capital
475
Walleye Capital
New York
$201K +$201K +3,067 New
17 18
19
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