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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
MAM
476
Meeder Asset Management
Ohio
$229K -$370K -5,481 -61%
AIM
477
Aigen Investment Management
New York
$228K -$1.48M -21,953 -86%
BPA
478
Beacon Pointe Advisors
California
$226K -$521K -7,715 -69%
ECM
479
Everence Capital Management
Indiana
$225K
EWA
480
EP Wealth Advisors
California
$224K +$231K +3,422 New
FFA
481
Founders Financial Alliance
North Carolina
$223K +$1.42K +21 +0.6%
C
482
Covestor
United Kingdom
$223K +$48.3K +715 +27%
AIC
483
Archer Investment Corporation
Indiana
$220K
GM
484
GeoWealth Management
Illinois
$216K +$152K +2,243 +211%
FFA
485
Florida Financial Advisors
Florida
$213K -$6.83K -101 -3%
JIC
486
Joel Isaacson & Co
New York
$212K -$50.7K -750 -19%
OF
487
Optimize Financial
California
$212K +$220K +3,248 New
First Manhattan
488
First Manhattan
New York
$212K -$23.4K -346 -10%
PF
489
Phoenix Financial
Israel
$210K -$62.9K -930 -22%
DC
490
Davenport & Co
Virginia
$210K +$217K +3,214 New
PEAK6
491
PEAK6
Illinois
$209K +$135K +2,001 +167%
MAS
492
Meeder Advisory Services
Ohio
$208K +$215K +3,187 New
WPC
493
Wedmont Private Capital
Pennsylvania
$208K +$218K +3,226 New
Squarepoint
494
Squarepoint
New York
$207K -$23M -340,521 -99%
AC
495
Arjuna Capital
North Carolina
$207K -$4.19K -62 -2%
A
496
AlphaQuest
New York
$207K -$1.07M -15,896 -83%
HI
497
Hudock Inc
Pennsylvania
$206K +$1.15K +17 +0.5%
VCM
498
Versant Capital Management
Arizona
$206K +$203K +3,011 +2,198%
Los Angeles Capital Management
499
Los Angeles Capital Management
California
$206K -$5.27M -77,944 -96%
GWMR
500
GC Wealth Management RIA
Massachusetts
$205K +$212K +3,141 New

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.