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A.O. Smith

621 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, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
501
Parallel Advisors
California
$66.1K -$36.9K -563 -36%
ERSOT
502
Employees Retirement System of Texas
Texas
$64K +$64K +978 New
EWA
503
EverSource Wealth Advisors
Alabama
$63.1K +$27.7K +422 +78%
BLC
504
Brown, Lisle/Cummings
Rhode Island
$60.3K
HNB
505
Huntington National Bank
Ohio
$59.1K -$6.43K -98 -10%
CI
506
CX Institutional
Indiana
$57K -$56.4K -859 -50%
RA
507
Ransom Advisory
Rhode Island
$48.5K
AssetMark Inc
508
AssetMark Inc
California
$47.7K +$32.7K +499 +218%
AG
509
AmeriFlex Group
Nevada
$46.1K +$37.5K +580 +439%
AF
510
Allworth Financial
California
$45.8K +$26.2K +399 +133%
OIA
511
Optimum Investment Advisors
Illinois
$45.1K
QL
512
Quarry LP
New York
$44.9K -$141K -2,150 -76%
PS
513
Principal Securities
Iowa
$44.1K +$18.6K +284 +73%
TC
514
Truvestments Capital
Florida
$41.1K +$197 +3 +0.5%
VWWMG
515
Vermillion & White Wealth Management Group
Pennsylvania
$39.1K +$13.2K +201 +51%
WT
516
Whittier Trust
California
$34.9K
Federated Hermes
517
Federated Hermes
Pennsylvania
$33.2K -$852 -13 -3%
TH
518
TCTC Holdings
Texas
$32.2K
EPIM
519
Evelyn Partners Investment Management
$32.1K +$29.2K +445 +989%
Loomis, Sayles & Company
520
Loomis, Sayles & Company
Massachusetts
$30.4K +$30.4K +463 New
AAP
521
Arax Advisory Partners
Colorado
$30.2K -$9.84K -150 -25%
TPCW
522
TD Private Client Wealth
New York
$29.2K +$17.2K +263 +144%
TWD
523
True Wealth Design
Ohio
$29.2K +$29.1K +444 +44,400%
CA
524
Centerpoint Advisors
Massachusetts
$29K
ACM
525
Aster Capital Management
United Arab Emirates
$28.5K -$526K -8,020 -95%