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A.O. Smith
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Overview Fund Activity

620 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, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
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 %
DIP
551
DT Investment Partners
Pennsylvania
$10.8K – – –
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K -$138K -2,103 -93%
CA
553
CoreCap Advisors
Michigan
$9.91K -$262 -4 -3%
KFI
554
Key Financial Inc
Pennsylvania
$9.38K – – –
HIA
555
Harbor Investment Advisory
Maryland
$9.31K – – –
FFO
556
Fortitude Family Office
Arizona
$8.39K +$6.69K +102 +392%
WIM
557
Westside Investment Management
California
$8.06K +$8.06K +119 New
SO
558
Sierra Ocean
California
$7.46K – – –
MCM
559
Manchester Capital Management
Vermont
$7.02K -$2.03K -31 -22%
FMP
560
Financial Management Professionals
Texas
$6.69K +$1.25K +19 +23%
OP
561
ORG Partners
Indiana
$6.32K -$4.05K -59 -39%
CFO
562
CVA Family Office
Colorado
$6.23K +$1.05K +16 +20%
MCM
563
MV Capital Management
Maryland
$6.1K -$1.05K -16 -15%
NS
564
NBC Securities
Alabama
$6K -$3.12K -52 -34%
BIA
565
Bell Investment Advisors
California
$5.9K -$1.44K -22 -20%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$5.64K – – –
AA
567
Ancora Advisors
Ohio
$5.38K -$131 -2 -2%
GBT
568
Grove Bank & Trust
Florida
$5.18K +$918 +14 +22%
SSG
569
Summit Securities Group
New York
$5.11K -$59.1K -901 -92%
SC
570
SouthState Corp
Florida
$4.98K -$2.49K -38 -33%
RA
571
Rational Advisors
New York
$4.72K +$4.72K +72 New
AP
572
Aspect Partners
Virginia
$4.28K -$6.06K -92 -59%
AS
573
Altshuler Shaham
Israel
$4.2K +$393 +6 +10%
TPWA
574
Twin Peaks Wealth Advisors
California
$3.92K +$3.92K +55 New
SWM
575
Spire Wealth Management
Virginia
$3.8K +$1.57K +24 +71%
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23
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