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A.O. Smith
AOS

Overview Fund Activity

620 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, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
Clearstead Advisors
Ohio
$27.8K +$7.21K +110 +35%
BONH
527
Bank of New Hampshire
New Hampshire
$26.9K -$21K -320 -44%
VIS
528
Vega Investment Solutions
France
$24.3K -$26.8K -408 -52%
RMC
529
Resources Management Corp
Connecticut
$23K – – –
TCOV
530
Trust Company of Vermont
Vermont
$23K – – –
MSE
531
MUFG Securities EMEA
United Kingdom
$22.8K +$22.8K +348 New
OL
532
OneFund LLC
Florida
$21K +$21K +324 New
WWM
533
Wolff Wiese Magana
California
$20.9K – – –
PAM
534
Parvin Asset Management
South Dakota
$20.3K +$14.8K +225 +265%
CH
535
Cromwell Holdings
Wyoming
$20.2K +$787 +12 +4%
CAL
536
Capital Advisors Ltd
Ohio
$20K – – –
FNWA
537
Financial Network Wealth Advisors
Utah
$19.7K – – –
SPIA
538
Steward Partners Investment Advisory
New York
$19.3K -$11.5K -176 -37%
SWA
539
SOA Wealth Advisors
New York
$19.2K +$10.1K +154 +112%
NFSG
540
Newbridge Financial Services Group
Florida
$19K – – –
LFG
541
Larson Financial Group
Missouri
$19K +$7.47K +114 +65%
SAM
542
Smartleaf Asset Management
Massachusetts
$18.8K -$4.27K -65 -18%
PFBT
543
Parkside Financial Bank & Trust
Missouri
$16.3K -$590 -9 -4%
MCM
544
MAI Capital Management
Ohio
$15.4K +$4.86K +74 +46%
TFGT
545
TS Financial Group (TSFG)
Illinois
$15K +$66 +1 +0.4%
HI
546
Harbour Investments
Wisconsin
$14K -$3.54K -54 -20%
WTC
547
WhitTier Trust Company
Nevada
$13.8K – – –
JWA
548
JFS Wealth Advisors
Pennsylvania
$13.6K +$328 +5 +2%
HWM
549
Hemington Wealth Management
Virginia
$12K +$3.65K +59 +44%
LI
550
LRI Investments
Florida
$11.6K – – –
20 21
22
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