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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
GAM
501
GEM Asset Management
Michigan
$200K -$22.4K -331 -10%
KeyBank National Association
502
KeyBank National Association
Ohio
$200K +$7.84K +116 +4%
TWC
503
TD Waterhouse Canada
Ontario, Canada
$197K +$199K +2,940 +4,900%
VI
504
Vestcor Inc
New Brunswick, Canada
$194K
GI
505
GAMMA Investing
California
$190K +$3.58K +53 +2%
QL
506
Quarry LP
New York
$185K -$283K -4,194 -60%
Bank Julius Baer & Co
507
Bank Julius Baer & Co
Switzerland
$163K -$156K -2,303 -48%
JFGIW
508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K +$69.3K +1,026 +83%
S
509
SignatureFD
Georgia
$146K +$63.4K +938 +72%
WF
510
Wayfinding Financial
Washington
$137K +$142K +2,098 New
MSA
511
MUFG Securities Americas
New York
$137K +$22.4K +331 +19%
BC
512
Bayforest Capital
United Kingdom
$126K +$130K +1,928 New
BCV
513
Banque Cantonale Vaudoise
Switzerland
$121K +$125K +1,847 New
OAM
514
Ostrum Asset Management
France
$119K -$101K -1,490 -45%
QCG
515
Quadrant Capital Group
Ohio
$115K +$76.5K +1,132 +178%
CI
516
CX Institutional
Indiana
$113K +$117K +1,727 New
HI
517
Horizon Investments
North Carolina
$110K +$3.92K +58 +4%
NA
518
NewEdge Advisors
Louisiana
$104K -$6.49K -96 -6%
ST
519
Smithfield Trust
Pennsylvania
$103K
PA
520
Parallel Advisors
California
$103K +$30.5K +452 +40%
FCAS
521
First Command Advisory Services
Texas
$96.4K
SDIC
522
South Dakota Investment Council
South Dakota
$92K +$94.6K +1,400 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
523
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92K -$2.54M -37,593 -96%
UB
524
UMB Bank
Missouri
$82.4K -$338 -5 -0.4%
OWP
525
ORG Wealth Partners
Texas
$80.9K -$298K -4,411 -78%