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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
BIG
526
Brooklyn Investment Group
New York
$78.9K +$48.8K +722 +149%
PTC
527
Private Trust Company
Ohio
$77.2K +$14.5K +214 +22%
OP
528
ORG Partners
Indiana
$75.9K -$136K -2,016 -93%
IIM
529
Intact Investment Management
Quebec, Canada
$71.9K +$74.3K +1,100 New
AA
530
Addison Advisors
Vermont
$70.7K +$23.3K +345 +47%
HNB
531
Huntington National Bank
Ohio
$65.4K +$6.56K +97 +11%
SSG
532
Summit Securities Group
New York
$64K +$66.2K +979 New
BLC
533
Brown, Lisle/Cummings
Rhode Island
$60.1K
LC
534
Lindbrook Capital
California
$59.3K +$47.4K +701 +340%
Canada Pension Plan Investment Board
535
Canada Pension Plan Investment Board
Ontario, Canada
$58.8K -$351K -5,200 -85%
NAAA
536
New Age Alpha Advisors
New York
$51.8K -$12.2K -180 -19%
VIS
537
Vega Investment Solutions
France
$50.9K +$52.6K +779 New
RA
538
Ransom Advisory
Rhode Island
$48.4K
BONH
539
Bank of New Hampshire
New Hampshire
$47.8K -$15.9K -236 -24%
OIA
540
Optimum Investment Advisors
Illinois
$44.9K
TC
541
Truvestments Capital
Florida
$40.8K +$203 +3 +0.5%
AAP
542
Arax Advisory Partners
Colorado
$39.9K +$41.3K +611 New
EWA
543
EverSource Wealth Advisors
Alabama
$35.4K +$12.2K +180 +50%
CIAM
544
Caitong International Asset Management
Hong Kong
$35.2K +$22.5K +333 +162%
WT
545
Whittier Trust
California
$34.8K
Federated Hermes
546
Federated Hermes
Pennsylvania
$33.9K -$26M -384,056 -100%
FFA
547
Farther Finance Advisors
California
$32.3K +$7.77K +115 +31%
TH
548
TCTC Holdings
Texas
$32.1K +$13.7K +202 +70%
EPIM
549
Evelyn Partners Investment Management
$32K
Lazard Asset Management
550
Lazard Asset Management
New York
$31K -$114K -1,690 -78%