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A.O. Smith

621 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, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
551
LRI Investments
Florida
$11.6K
DIP
552
DT Investment Partners
Pennsylvania
$10.8K
JFGIW
553
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K -$138K -2,103 -93%
CA
554
CoreCap Advisors
Michigan
$9.91K -$262 -4 -3%
KFI
555
Key Financial Inc
Pennsylvania
$9.38K
HIA
556
Harbor Investment Advisory
Maryland
$9.31K
FFO
557
Fortitude Family Office
Arizona
$8.39K +$6.69K +102 +392%
WIM
558
Westside Investment Management
California
$8.06K +$8.06K +119 New
SO
559
Sierra Ocean
California
$7.46K
MCM
560
Manchester Capital Management
Vermont
$7.02K -$2.03K -31 -22%
FMP
561
Financial Management Professionals
Texas
$6.69K +$1.25K +19 +23%
OP
562
ORG Partners
Indiana
$6.32K -$4.05K -59 -39%
CFO
563
CVA Family Office
Colorado
$6.23K +$1.05K +16 +20%
MCM
564
MV Capital Management
Maryland
$6.1K -$1.05K -16 -15%
NS
565
NBC Securities
Alabama
$6K -$3.12K -52 -34%
BIA
566
Bell Investment Advisors
California
$5.9K -$1.44K -22 -20%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$5.64K
AA
568
Ancora Advisors
Ohio
$5.38K -$131 -2 -2%
GBT
569
Grove Bank & Trust
Florida
$5.18K +$918 +14 +22%
SSG
570
Summit Securities Group
New York
$5.11K -$59.1K -901 -92%
SC
571
SouthState Corp
Florida
$4.98K -$2.49K -38 -33%
RA
572
Rational Advisors
New York
$4.72K +$4.72K +72 New
AP
573
Aspect Partners
Virginia
$4.28K -$6.06K -92 -59%
AS
574
Altshuler Shaham
Israel
$4.2K +$393 +6 +10%
TPWA
575
Twin Peaks Wealth Advisors
California
$3.92K +$3.92K +55 New