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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
AAP
526
Arax Advisory Partners
Colorado
$30.2K
TPCW
527
TD Private Client Wealth
New York
$29.2K
TWD
528
True Wealth Design
Ohio
$29.2K
CA
529
Centerpoint Advisors
Massachusetts
$29K
ACM
530
Aster Capital Management
United Arab Emirates
$28.5K
SIM
531
Sentry Investment Management
Wisconsin
$28K
CA
532
Clearstead Advisors
Ohio
$27.8K
BONH
533
Bank of New Hampshire
New Hampshire
$26.9K
VIS
534
Vega Investment Solutions
France
$24.3K
RMC
535
Resources Management Corp
Connecticut
$23K
TCOV
536
Trust Company of Vermont
Vermont
$22.9K
MSE
537
MUFG Securities EMEA
United Kingdom
$22.8K
OL
538
OneFund LLC
Florida
$21K
WWM
539
Wolff Wiese Magana
California
$20.9K
PAM
540
Parvin Asset Management
South Dakota
$20.3K
CH
541
Cromwell Holdings
Wyoming
$20.2K
CAL
542
Capital Advisors Ltd
Ohio
$20K
FNWA
543
Financial Network Wealth Advisors
Utah
$19.7K
SPIA
544
Steward Partners Investment Advisory
New York
$19.3K
SWA
545
SOA Wealth Advisors
New York
$19.2K
NFSG
546
Newbridge Financial Services Group
Florida
$19K
LFG
547
Larson Financial Group
Missouri
$19K
SAM
548
Smartleaf Asset Management
Massachusetts
$18.8K
PFBT
549
Parkside Financial Bank & Trust
Missouri
$16.3K
MCM
550
MAI Capital Management
Ohio
$15.4K