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A.O. Smith

626 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, 208 increasing their positions, 261 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 261

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
551
TS Financial Group (TSFG)
Illinois
$15K
HI
552
Harbour Investments
Wisconsin
$14K
WTC
553
WhitTier Trust Company
Nevada
$13.8K
JWA
554
JFS Wealth Advisors
Pennsylvania
$13.6K
HWM
555
Hemington Wealth Management
Virginia
$12K
LI
556
LRI Investments
Florida
$11.6K
DIP
557
DT Investment Partners
Pennsylvania
$10.8K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K
CA
559
CoreCap Advisors
Michigan
$9.91K
KFI
560
Key Financial Inc
Pennsylvania
$9.38K
HIA
561
Harbor Investment Advisory
Maryland
$9.31K
FFO
562
Fortitude Family Office
Arizona
$8.39K
WIM
563
Westside Investment Management
California
$8.06K
SO
564
Sierra Ocean
California
$7.46K
MCM
565
Manchester Capital Management
Vermont
$7.02K
FMP
566
Financial Management Professionals
Texas
$6.69K
OP
567
ORG Partners
Indiana
$6.32K
CFO
568
CVA Family Office
Colorado
$6.23K
MCM
569
MV Capital Management
Maryland
$6.1K
NS
570
NBC Securities
Alabama
$6K
BIA
571
Bell Investment Advisors
California
$5.9K
FMII
572
Farmers & Merchants Investments Inc
Nebraska
$5.64K
AA
573
Ancora Advisors
Ohio
$5.38K
GBT
574
Grove Bank & Trust
Florida
$5.18K
SSG
575
Summit Securities Group
New York
$5.11K