AOS icon

A.O. Smith

623 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, 259 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: 259

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
623
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
JWA
551
JFS Wealth Advisors
Pennsylvania
$13.6K
HWM
552
Hemington Wealth Management
Virginia
$12K
LI
553
LRI Investments
Florida
$11.6K
DIP
554
DT Investment Partners
Pennsylvania
$10.8K
JFGIW
555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3K
CA
556
CoreCap Advisors
Michigan
$9.91K
KFI
557
Key Financial Inc
Pennsylvania
$9.38K
HIA
558
Harbor Investment Advisory
Maryland
$9.31K
FFO
559
Fortitude Family Office
Arizona
$8.39K
WIM
560
Westside Investment Management
California
$8.06K
SO
561
Sierra Ocean
California
$7.46K
MCM
562
Manchester Capital Management
Vermont
$7.02K
FMP
563
Financial Management Professionals
Texas
$6.69K
OP
564
ORG Partners
Indiana
$6.32K
CFO
565
CVA Family Office
Colorado
$6.23K
MCM
566
MV Capital Management
Maryland
$6.1K
NS
567
NBC Securities
Alabama
$6K
BIA
568
Bell Investment Advisors
California
$5.9K
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$5.64K
AA
570
Ancora Advisors
Ohio
$5.38K
GBT
571
Grove Bank & Trust
Florida
$5.18K
SSG
572
Summit Securities Group
New York
$5.11K
SC
573
SouthState Corp
Florida
$4.98K
RA
574
Rational Advisors
New York
$4.72K
AP
575
Aspect Partners
Virginia
$4.28K