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A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$136M
2
American Century Companies
American Century Companies
Missouri
+$80.1M
3
SP
Sarasin & Partners
United Kingdom
+$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$166M
2
State Street
State Street
Massachusetts
-$112M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$48.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$33.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EP Wealth Advisors
California
$224K +$224K +3,422 New
FFA
477
Founders Financial Alliance
North Carolina
$223K +$1.37K +21 +0.6%
C
478
Covestor
United Kingdom
$223K +$46.7K +715 +27%
AIC
479
Archer Investment Corporation
Indiana
$220K – – –
GM
480
GeoWealth Management
Illinois
$216K +$147K +2,243 +211%
FFA
481
Florida Financial Advisors
Florida
$213K -$6.6K -101 -3%
JIC
482
Joel Isaacson & Co
New York
$212K -$49K -750 -19%
OF
483
Optimize Financial
California
$212K +$212K +3,248 New
First Manhattan
484
First Manhattan
New York
$212K -$22.6K -346 -10%
PF
485
Phoenix Financial
Israel
$210K -$61K -930 -22%
DC
486
Davenport & Co
Virginia
$210K +$210K +3,214 New
PEAK6
487
PEAK6
Illinois
$209K +$131K +2,001 +167%
MAS
488
Meeder Advisory Services
Ohio
$208K +$208K +3,187 New
WPC
489
Wedmont Private Capital
Pennsylvania
$208K +$208K +3,226 New
Squarepoint
490
Squarepoint
New York
$207K -$22.3M -340,521 -99%
AC
491
Arjuna Capital
North Carolina
$207K -$4.05K -62 -2%
A
492
AlphaQuest
New York
$207K -$1.04M -15,896 -83%
HI
493
Hudock Inc
Pennsylvania
$206K +$1.11K +17 +0.5%
VCM
494
Versant Capital Management
Arizona
$206K +$197K +3,011 +2,198%
Los Angeles Capital Management
495
Los Angeles Capital Management
California
$206K -$5.09M -77,944 -96%
GWMR
496
GC Wealth Management RIA
Massachusetts
$205K +$205K +3,141 New
GAM
497
GEM Asset Management
Michigan
$200K -$21.7K -331 -10%
KeyBank National Association
498
KeyBank National Association
Ohio
$200K +$7.58K +116 +4%
TWC
499
TD Waterhouse Canada
Ontario, Canada
$197K +$193K +2,940 +4,900%
VI
500
Vestcor Inc
New Brunswick, Canada
$194K – – –
18 19
20
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