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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
FFA
501
Farther Finance Advisors
California
$70.5K
PTC
502
Private Trust Company
Ohio
$68K
PA
503
Parallel Advisors
California
$66.1K
ERSOT
504
Employees Retirement System of Texas
Texas
$64K
EWA
505
EverSource Wealth Advisors
Alabama
$63.1K
BLC
506
Brown, Lisle/Cummings
Rhode Island
$60.3K
HNB
507
Huntington National Bank
Ohio
$59.1K
CI
508
CX Institutional
Indiana
$57K
RA
509
Ransom Advisory
Rhode Island
$48.5K
AssetMark Inc
510
AssetMark Inc
California
$47.7K
AG
511
AmeriFlex Group
Nevada
$46.1K
AF
512
Allworth Financial
California
$45.8K
OIA
513
Optimum Investment Advisors
Illinois
$45.1K
QL
514
Quarry LP
New York
$44.9K
PS
515
Principal Securities
Iowa
$44.1K
TC
516
Truvestments Capital
Florida
$41.1K
VWWMG
517
Vermillion & White Wealth Management Group
Pennsylvania
$39.1K
WT
518
Whittier Trust
California
$34.9K
Federated Hermes
519
Federated Hermes
Pennsylvania
$33.2K
TH
520
TCTC Holdings
Texas
$32.2K
EPIM
521
Evelyn Partners Investment Management
$32.1K
Loomis, Sayles & Company
522
Loomis, Sayles & Company
Massachusetts
$30.4K
AAP
523
Arax Advisory Partners
Colorado
$30.2K
TPCW
524
TD Private Client Wealth
New York
$29.2K
TWD
525
True Wealth Design
Ohio
$29.2K