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A.O. Smith

626 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, 261 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: 261

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
626
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
OWP
501
ORG Wealth Partners
Texas
$80.4K
HT
502
Headlands Technologies
Illinois
$72.4K
AA
503
Addison Advisors
Vermont
$71.7K
FFA
504
Farther Finance Advisors
California
$70.5K
PTC
505
Private Trust Company
Ohio
$68K
PA
506
Parallel Advisors
California
$66.1K
ERSOT
507
Employees Retirement System of Texas
Texas
$64K
EWA
508
EverSource Wealth Advisors
Alabama
$63.1K
BLC
509
Brown, Lisle/Cummings
Rhode Island
$60.3K
HNB
510
Huntington National Bank
Ohio
$59.1K
CI
511
CX Institutional
Indiana
$57K
RA
512
Ransom Advisory
Rhode Island
$48.5K
AssetMark Inc
513
AssetMark Inc
California
$47.7K
AG
514
AmeriFlex Group
Nevada
$46.1K
AF
515
Allworth Financial
California
$45.8K
OIA
516
Optimum Investment Advisors
Illinois
$45.1K
QL
517
Quarry LP
New York
$44.9K
PS
518
Principal Securities
Iowa
$44.1K
TC
519
Truvestments Capital
Florida
$41.1K
VWWMG
520
Vermillion & White Wealth Management Group
Pennsylvania
$39.1K
WT
521
Whittier Trust
California
$34.9K
Federated Hermes
522
Federated Hermes
Pennsylvania
$33.2K
TH
523
TCTC Holdings
Texas
$32.2K
EPIM
524
Evelyn Partners Investment Management
$32.1K
Loomis, Sayles & Company
525
Loomis, Sayles & Company
Massachusetts
$30.4K