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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
MG
501
Mather Group
Illinois
$97.3K -$15.1M -209,173 -99%
EWA
502
EverSource Wealth Advisors
Alabama
$93.6K -$9.22K -128 -8%
PTC
503
Private Trust Company
Ohio
$85.3K +$2.02K +28 +2%
UB
504
UMB Bank
Missouri
$80.2K -$5.77K -80 -6%
FCAS
505
First Command Advisory Services
Texas
$79.7K
IA
506
IFP Advisors
Florida
$78.7K -$54.3K -753 -39%
AA
507
Ancora Advisors
Ohio
$77.5K +$10.3K +143 +14%
CFD
508
Creative Financial Designs
Indiana
$77.5K +$56.4K +782 +198%
TSMHT
509
Thurston Springer Miller Herd & Titak
Indiana
$75K -$6.05K -84 -7%
TE
510
Tema ETFs
New York
$73.9K
AF
511
Allworth Financial
California
$73.7K -$21.4K -297 -21%
LFG
512
Larson Financial Group
Missouri
$66K +$25.9K +359 +56%
AA
513
Addison Advisors
Vermont
$65.5K -$6.2K -86 -8%
ERSOT
514
Employees Retirement System of Texas
Texas
$64K
BLC
515
Brown, Lisle/Cummings
Rhode Island
$60.7K
AG
516
AmeriFlex Group
Nevada
$47.8K -$6.78K -94 -11%
TC
517
Truvestments Capital
Florida
$42K +$216 +3 +0.5%
QC
518
Quent Capital
New York
$40.3K -$5.12K -71 -10%
EP
519
Essential Partners
California
$38.9K -$50.4K -699 -54%
TWD
520
True Wealth Design
Ohio
$36K -$8.79K -122 -18%
WT
521
Whittier Trust
California
$30.9K
BC
522
Bayforest Capital
United Kingdom
$29.6K -$14.7K -204 -31%
SIC
523
SJS Investment Consulting
Ohio
$29K -$24.7K -343 -44%
CA
524
Centerpoint Advisors
Massachusetts
$29K
WETS
525
Wealth Enhancement Trust Services
South Dakota
$28.2K