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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
Pictet Asset Management
26
Pictet Asset Management
Switzerland
$68.6M -$4.36M -64,470 -6%
1832 Asset Management
27
1832 Asset Management
Ontario, Canada
$67.4M +$6.9M +102,050 +11%
Goldman Sachs
28
Goldman Sachs
New York
$61.4M +$10.4M +154,201 +20%
VF
29
Vest Financial
Virginia
$53.6M +$3.43M +50,825 +7%
Select Equity Group
30
Select Equity Group
New York
$52.9M -$171M -2,533,357 -76%
BTW
31
Boston Trust Walden
Massachusetts
$51.5M +$694K +10,264 +1%
Millennium Management
32
Millennium Management
New York
$50.7M +$15.4M +227,945 +42%
Deutsche Bank
33
Deutsche Bank
Germany
$43.6M -$4.83M -71,414 -10%
Legal & General Group
34
Legal & General Group
United Kingdom
$41.8M +$6.21M +91,910 +17%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$39.8M +$22.9M +338,936 +125%
WF
36
Welch & Forbes
Massachusetts
$38.8M +$1.65M +24,368 +4%
SIC
37
Schwartz Investment Counsel
Michigan
$36.9M +$12.8M +190,000 +51%
Citadel Advisors
38
Citadel Advisors
Florida
$34.2M +$16.6M +246,136 +89%
Wells Fargo
39
Wells Fargo
California
$33M +$10.2M +150,565 +42%
ACA
40
Anchor Capital Advisors
Massachusetts
$32.5M -$2.85M -42,149 -8%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$32.3M -$9M -133,197 -21%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$31.1M +$31.3M +462,541 +3,645%
JP Morgan Chase
43
JP Morgan Chase
New York
$30.7M -$10.8M -160,343 -25%
Fidelity International
44
Fidelity International
Bermuda
$30.7M -$1.48M -21,943 -4%
SSA
45
Schonfeld Strategic Advisors
New York
$28.5M +$29.3M +433,329 +13,167%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$26.3M +$27.2M +402,411 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$26.3M +$11.7M +173,366 +76%
BAM
48
Berkshire Asset Management
Pennsylvania
$26.2M +$26.1M +385,579 New
Alyeska Investment Group
49
Alyeska Investment Group
Illinois
$26.2M +$27.1M +401,018 New
NC
50
Nicholas Company
Wisconsin
$25.6M +$2.37M +35,002 +10%