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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
526
Cary Street Partners
Virginia
$27.2K +$4.54K +63 +18%
RFP
527
Root Financial Partners
California
$26.2K -$6.05K -84 -17%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$26K
TPCW
529
TD Private Client Wealth
New York
$24.5K -$4.11K -57 -13%
VIS
530
Vega Investment Solutions
France
$24.5K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$24.3K +$2.02K +28 +8%
GIM
532
Groesbeck Investment Management
New Jersey
$24K
RMC
533
Resources Management Corp
Connecticut
$23K
LSA
534
Leonteq Securities AG
Switzerland
$22.2K +$1.08K +15 +5%
CA
535
Clearstead Advisors
Ohio
$22K -$36.1K -501 -60%
Loomis, Sayles & Company
536
Loomis, Sayles & Company
Massachusetts
$21.5K -$9.22K -128 -28%
BONH
537
Bank of New Hampshire
New Hampshire
$21.1K
WWM
538
Wolff Wiese Magana
California
$21K
OL
539
OneFund LLC
Florida
$20.3K -$3.03K -42 -12%
CH
540
Cromwell Holdings
Wyoming
$20.3K
CAL
541
Capital Advisors Ltd
Ohio
$20K
FNWA
542
Financial Network Wealth Advisors
Utah
$19.8K
RIL
543
Rothschild Investment LLC
Illinois
$19.1K -$14.7K -204 -41%
CA
544
CoreCap Advisors
Michigan
$18.9K -$1.15K -16 -5%
HI
545
Harbour Investments
Wisconsin
$15.6K +$1.73K +24 +11%
WIM
546
Westside Investment Management
California
$15.3K
TFGT
547
TS Financial Group (TSFG)
Illinois
$15K +$72 +1 +0.4%
WTC
548
WhitTier Trust Company
Nevada
$13.6K
ACM
549
Anfield Capital Management
California
$13.3K +$14.6K +202 New
SL
550
Salomon & Ludwin
Virginia
$11.7K