AOS icon

A.O. Smith

623 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, 208 increasing their positions, 259 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 259

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
623
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
476
Wealthspire Advisors (New York)
New York
$204K
Walleye Capital
477
Walleye Capital
New York
$201K
CPA
478
Cardiff Park Advisors
California
$201K
PFS
479
Prospera Financial Services
Texas
$200K
VCM
480
Versant Capital Management
Arizona
$200K
C
481
Covestor
United Kingdom
$199K
SO
482
STRS Ohio
Ohio
$181K
SDIC
483
South Dakota Investment Council
South Dakota
$177K
MSA
484
MUFG Securities Americas
New York
$169K
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
$164K
Canada Pension Plan Investment Board
486
Canada Pension Plan Investment Board
Ontario, Canada
$157K
TRCT
487
Tower Research Capital (TRC)
New York
$124K
GRP
488
Global Retirement Partners
California
$123K
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K
HI
490
Horizon Investments
North Carolina
$121K
BCV
491
Banque Cantonale Vaudoise
Switzerland
$113K
ST
492
Smithfield Trust
Pennsylvania
$103K
GWM
493
Gitterman Wealth Management
New Jersey
$93.4K
S
494
SignatureFD
Georgia
$92.8K
UB
495
UMB Bank
Missouri
$84.1K
BIG
496
Brooklyn Investment Group
New York
$83.7K
CPCPP
497
Canada Post Corporation Pension Plan
Canada
$81K
OWP
498
ORG Wealth Partners
Texas
$80.4K
HT
499
Headlands Technologies
Illinois
$72.4K
AA
500
Addison Advisors
Vermont
$71.7K