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A.O. Smith
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Overview Fund Activity

620 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, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
576
PFS Partners
New Jersey
$3.74K +$3.74K +57 New
BCWM
577
Bartlett & Co Wealth Management
Ohio
$3.41K +$3.41K +52 New
KIM
578
Kestra Investment Management
Texas
$3.4K +$1.44K +22 +73%
BWL
579
Bogart Wealth LLC
Virginia
$3.21K – – –
TIM
580
Total Investment Management
Arizona
$2.62K +$2.62K +40 New
WA
581
Whipplewood Advisors
Colorado
$2.36K -$155K -2,364 -99%
KIG
582
Kessler Investment Group
Indiana
$2.36K -$7.21K -110 -75%
AWM
583
Activest Wealth Management
Florida
$2.3K +$1.97K +30 +600%
ZBNA
584
Zions Bancorporation, National Association
Utah
$2.16K +$262 +4 +14%
GKIM
585
GW&K Investment Management
Massachusetts
$2K +$870 +10 +77%
PWMG
586
Private Wealth Management Group
New Jersey
$1.64K -$4.07K -62 -71%
HHMI
587
Howard Hughes Medical Institute
Maryland
$1.64K +$1.64K +25 New
CT
588
Clearstead Trust
Maine
$1.38K -$2.23K -34 -62%
DPW
589
DiNuzzo Private Wealth
Pennsylvania
$1.31K – – –
PWA
590
Physician Wealth Advisors
Utah
$1.25K +$328 +5 +36%
WCM
591
Winthrop Capital Management
Indiana
$1K – – –
HFS
592
Hantz Financial Services
Michigan
$1K +$1K +19 New
AGWCA
593
Annis Gardner Whiting Capital Advisors
Florida
$984 +$984 +15 New
AF
594
Advisornet Financial
Minnesota
$852 +$852 +13 New
RIL
595
Rothschild Investment LLC
Illinois
$787 -$5.77K -88 -88%
SIC
596
SJS Investment Consulting
Ohio
$787 -$656 -10 -45%
PWA
597
Principia Wealth Advisory
Texas
$787 +$525 +8 +200%
CFD
598
Creative Financial Designs
Indiana
$725 +$725 +11 New
AIM
599
Anchor Investment Management
South Carolina
$656 – – –
CT
600
Colonial Trust
South Carolina
$656 +$197 +3 +43%
22 23
24
25 26