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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
551
Steward Partners Investment Advisory
New York
$30.7K +$8.38K +124 +36%
MWA
552
Medallion Wealth Advisors
Connecticut
$30K
National Pension Service
553
National Pension Service
South Korea
$29.9K +$13.2K +196 +75%
CA
554
Centerpoint Advisors
Massachusetts
$28K
PS
555
Principal Securities
Iowa
$26.5K
QC
556
Quent Capital
New York
$26.2K
NB
557
NBT Bank
New York
$26.1K
VWWMG
558
Vermillion & White Wealth Management Group
Pennsylvania
$25.8K +$26.7K +395 New
SIM
559
Sentry Investment Management
Wisconsin
$25K -$3.85K -57 -12%
SAM
560
Smartleaf Asset Management
Massachusetts
$23.1K -$14.8K -219 -38%
RMC
561
Resources Management Corp
Connecticut
$23K
TCOV
562
Trust Company of Vermont
Vermont
$22.9K +$10.1K +150 +75%
WWM
563
Wolff Wiese Magana
California
$20.9K -$6.49K -96 -23%
CA
564
Clearstead Advisors
Ohio
$20.5K -$19.6K -290 -48%
CAL
565
Capital Advisors Ltd
Ohio
$20K
FNWA
566
Financial Network Wealth Advisors
Utah
$19.6K
AF
567
Allworth Financial
California
$19.5K -$2.3K -34 -10%
CH
568
Cromwell Holdings
Wyoming
$19.3K
NFSG
569
Newbridge Financial Services Group
Florida
$19K
HI
570
Harbour Investments
Wisconsin
$17.5K +$3.65K +54 +25%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$16.8K -$270 -4 -2%
TFGT
572
TS Financial Group (TSFG)
Illinois
$15K +$15.2K +225 New
AssetMark Inc
573
AssetMark Inc
California
$15K -$1.87M -27,596 -99%
LSA
574
Leonteq Securities AG
Switzerland
$14.8K +$1.89K +28 +14%
AF
575
Atala Financial
California
$14.1K