AOS icon

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
CA
526
Centerpoint Advisors
Massachusetts
$29K
ACM
527
Aster Capital Management
United Arab Emirates
$28.5K
SIM
528
Sentry Investment Management
Wisconsin
$28K
CA
529
Clearstead Advisors
Ohio
$27.8K
BONH
530
Bank of New Hampshire
New Hampshire
$26.9K
VIS
531
Vega Investment Solutions
France
$24.3K
RMC
532
Resources Management Corp
Connecticut
$23K
TCOV
533
Trust Company of Vermont
Vermont
$22.9K
MSE
534
MUFG Securities EMEA
United Kingdom
$22.8K
OL
535
OneFund LLC
Florida
$21K
WWM
536
Wolff Wiese Magana
California
$20.9K
PAM
537
Parvin Asset Management
South Dakota
$20.3K
CH
538
Cromwell Holdings
Wyoming
$20.2K
CAL
539
Capital Advisors Ltd
Ohio
$20K
FNWA
540
Financial Network Wealth Advisors
Utah
$19.7K
SPIA
541
Steward Partners Investment Advisory
New York
$19.3K
SWA
542
SOA Wealth Advisors
New York
$19.2K
NFSG
543
Newbridge Financial Services Group
Florida
$19K
LFG
544
Larson Financial Group
Missouri
$19K
SAM
545
Smartleaf Asset Management
Massachusetts
$18.8K
PFBT
546
Parkside Financial Bank & Trust
Missouri
$16.3K
MCM
547
MAI Capital Management
Ohio
$15.4K
TFGT
548
TS Financial Group (TSFG)
Illinois
$15K
HI
549
Harbour Investments
Wisconsin
$14K
WTC
550
WhitTier Trust Company
Nevada
$13.8K