We are live on ! Find out more
AOS icon

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
LI
551
LRI Investments
Florida
$11.7K
DIP
552
DT Investment Partners
Pennsylvania
$10.8K
AIM
553
Anchor Investment Management
South Carolina
$10.6K
HPBT
554
Hickory Point Bank & Trust
Illinois
$10.6K +$11.5K +160 New
KFI
555
Key Financial Inc
Pennsylvania
$9.43K
ZBNA
556
Zions Bancorporation, National Association
Utah
$8.9K +$7.13K +99 +275%
TLFA
557
True Link Financial Advisors
California
$8.9K +$9.73K +135 New
CFO
558
CVA Family Office
Colorado
$8.44K +$2.38K +33 +35%
Los Angeles Capital Management
559
Los Angeles Capital Management
California
$8.31K -$29.3K -406 -76%
FMP
560
Financial Management Professionals
Texas
$6.73K
NS
561
NBC Securities
Alabama
$6.59K
MCM
562
Manchester Capital Management
Vermont
$6.53K
FFO
563
Fortitude Family Office
Arizona
$6.33K +$2.96K +41 +75%
JSAM
564
J. Safra Asset Management
New York
$6.07K
JWA
565
JFS Wealth Advisors
Pennsylvania
$5.93K -$5.77K -80 -47%
FMII
566
Farmers & Merchants Investments Inc
Nebraska
$5.67K
MCM
567
MV Capital Management
Maryland
$5.47K -$72 -1 -1%
BIA
568
Bell Investment Advisors
California
$5.34K
GBT
569
Grove Bank & Trust
Florida
$5.21K
AGWCA
570
Annis Gardner Whiting Capital Advisors
Florida
$5.08K +$4.68K +65 +542%
JWM
571
JPL Wealth Management
Colorado
$4.68K +$5.12K +71 New
KG
572
Kilter Group
New York
$4.48K +$4.9K +68 New
MAFA
573
MJT & Associates Financial Advisory
Minnesota
$4.35K
AP
574
Aspect Partners
Virginia
$4.31K
AS
575
Altshuler Shaham
Israel
$3.83K -$216 -3 -5%