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A.O. Smith
AOS

Overview Fund Activity

621 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, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
258
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 %
SIM
526
Sentry Investment Management
Wisconsin
$28K – – –
CA
527
Clearstead Advisors
Ohio
$27.8K +$7.21K +110 +35%
BONH
528
Bank of New Hampshire
New Hampshire
$26.9K -$21K -320 -44%
VIS
529
Vega Investment Solutions
France
$24.3K -$26.8K -408 -52%
RMC
530
Resources Management Corp
Connecticut
$23K – – –
TCOV
531
Trust Company of Vermont
Vermont
$23K – – –
MSE
532
MUFG Securities EMEA
United Kingdom
$22.8K +$22.8K +348 New
OL
533
OneFund LLC
Florida
$21K +$21K +324 New
WWM
534
Wolff Wiese Magana
California
$20.9K – – –
PAM
535
Parvin Asset Management
South Dakota
$20.3K +$14.8K +225 +265%
CH
536
Cromwell Holdings
Wyoming
$20.2K +$787 +12 +4%
CAL
537
Capital Advisors Ltd
Ohio
$20K – – –
FNWA
538
Financial Network Wealth Advisors
Utah
$19.7K – – –
SPIA
539
Steward Partners Investment Advisory
New York
$19.3K -$11.5K -176 -37%
SWA
540
SOA Wealth Advisors
New York
$19.2K +$10.1K +154 +112%
NFSG
541
Newbridge Financial Services Group
Florida
$19K – – –
LFG
542
Larson Financial Group
Missouri
$19K +$7.47K +114 +65%
SAM
543
Smartleaf Asset Management
Massachusetts
$18.8K -$4.27K -65 -18%
PFBT
544
Parkside Financial Bank & Trust
Missouri
$16.3K -$590 -9 -4%
MCM
545
MAI Capital Management
Ohio
$15.4K +$4.86K +74 +46%
TFGT
546
TS Financial Group (TSFG)
Illinois
$15K +$66 +1 +0.4%
HI
547
Harbour Investments
Wisconsin
$14K -$3.54K -54 -20%
WTC
548
WhitTier Trust Company
Nevada
$13.8K – – –
JWA
549
JFS Wealth Advisors
Pennsylvania
$13.6K +$328 +5 +2%
HWM
550
Hemington Wealth Management
Virginia
$12K +$3.65K +59 +44%
20 21
22
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