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A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$339M
2
American Century Companies
American Century Companies
Missouri
$88.1M
3
SP
Sarasin & Partners
United Kingdom
$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$31.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$52.9M
2
State Street
State Street
Massachusetts
$413M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M
5
Vontobel Holding
Vontobel Holding
Switzerland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
551
Quent Capital
New York
$26.2K – – –
NB
552
NBT Bank
New York
$26.1K – – –
VWWMG
553
Vermillion & White Wealth Management Group
Pennsylvania
$25.8K +$25.8K +395 New
SIM
554
Sentry Investment Management
Wisconsin
$25K -$3.47K -57 -12%
SAM
555
Smartleaf Asset Management
Massachusetts
$23.1K -$14.4K -219 -38%
RMC
556
Resources Management Corp
Connecticut
$23K – – –
TCOV
557
Trust Company of Vermont
Vermont
$22.9K +$9.8K +150 +75%
WWM
558
Wolff Wiese Magana
California
$20.9K -$6.28K -96 -23%
CA
559
Clearstead Advisors
Ohio
$20.5K -$19K -290 -48%
CAL
560
Capital Advisors Ltd
Ohio
$20K – – –
FNWA
561
Financial Network Wealth Advisors
Utah
$19.6K – – –
AF
562
Allworth Financial
California
$19.5K -$2.22K -34 -10%
CH
563
Cromwell Holdings
Wyoming
$19.3K – – –
NFSG
564
Newbridge Financial Services Group
Florida
$19K – – –
HI
565
Harbour Investments
Wisconsin
$17.5K +$3.53K +54 +25%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$16.8K -$261 -4 -2%
TFGT
567
TS Financial Group (TSFG)
Illinois
$15K +$15K +225 New
AssetMark Inc
568
AssetMark Inc
California
$15K -$1.8M -27,596 -99%
AF
569
Atala Financial
California
$14.1K – – –
LWANC
570
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K – – –
WTC
571
WhitTier Trust Company
Nevada
$13.7K – – –
JWA
572
JFS Wealth Advisors
Pennsylvania
$13.3K -$850 -13 -6%
LS
573
Livforsakringsbolaget Skandia
Sweden
$13.1K -$52.3K -800 -80%
T
574
TOBAM
France
$13K -$8.23K -126 -39%
TPCW
575
TD Private Client Wealth
New York
$12K -$1.05K -16 -8%
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