We are live on ! Find out more
AOS icon

A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Hudock Inc
Pennsylvania
$212K +$1.08K +15 +0.5%
Envestnet Portfolio Solutions
477
Envestnet Portfolio Solutions
Illinois
$209K -$75K -1,040 -25%
MSA
478
MUFG Securities Americas
New York
$205K +$4.11K +57 +2%
SA
479
Sovran Advisors
California
$205K -$7.5K -104 -3%
VCM
480
Versant Capital Management
Arizona
$204K -$46.3K -643 -17%
PF
481
Phoenix Financial
Israel
$201K -$5.62K -78 -2%
SAM
482
Securian Asset Management
Minnesota
$197K
CPCPP
483
Canada Post Corporation Pension Plan
Canada
$181K
SO
484
STRS Ohio
Ohio
$179K -$288 -4 -0.1%
SOW
485
State of Wyoming
Wyoming
$177K -$620K -8,608 -76%
AssetMark Inc
486
AssetMark Inc
California
$175K +$15.1K +209 +9%
SAM
487
Smartleaf Asset Management
Massachusetts
$166K +$15.7K +218 +9%
Bank Julius Baer & Co
488
Bank Julius Baer & Co
Switzerland
$165K
Federated Hermes
489
Federated Hermes
Pennsylvania
$152K +$1.15K +16 +0.7%
SDIC
490
South Dakota Investment Council
South Dakota
$152K
PA
491
Parallel Advisors
California
$143K +$30.7K +426 +24%
PWPS
492
Pinnacle Wealth Planning Services
Ohio
$131K +$17.7K +246 +14%
FIA
493
FNY Investment Advisers
New York
$131K -$216K -3,000 -60%
ANBT
494
American National Bank & Trust
Texas
$128K +$63.1K +875 +82%
FHC
495
First Horizon Corporation
Tennessee
$127K -$23.4K -325 -14%
QCG
496
Quadrant Capital Group
Ohio
$115K +$1.87K +26 +2%
C
497
Covestor
United Kingdom
$114K -$39.6K -550 -24%
ST
498
Smithfield Trust
Pennsylvania
$103K
FFA
499
Farther Finance Advisors
California
$103K -$3.53K -49 -3%
AT
500
Arlington Trust
Alabama
$99.4K +$504 +7 +0.5%