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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
576
PFS Partners
New Jersey
$3.81K
CT
577
Clearstead Trust
Maine
$3.76K +$3.39K +47 +470%
UFPG
578
United Financial Planning Group
New York
$3.76K +$4.11K +57 New
CT
579
Colonial Trust
South Carolina
$3.66K
BCWM
580
Bartlett & Co Wealth Management
Ohio
$3.61K +$3.24K +45 +281%
BWL
581
Bogart Wealth LLC
Virginia
$3.43K +$216 +3 +6%
TPWA
582
Twin Peaks Wealth Advisors
California
$3.23K +$3.53K +49 New
BWA
583
Basecamp Wealth Advisors
Washington
$3.17K
TFA
584
Transamerica Financial Advisors
Florida
$3.11K +$432 +6 +15%
IAAG
585
Innovative Asset Advisors Group
Connecticut
$3.1K +$3.39K +47 New
OCWP
586
Owl Creek Wealth Partners
Colorado
$3.03K +$3.31K +46 New
KFAS
587
Keating Financial Advisory Services
Kansas
$3.03K -$1.23K -17 -27%
OWP
588
ORG Wealth Partners
Texas
$2.9K -$15.4K -214 -83%
PWA
589
Physician Wealth Advisors
Utah
$2.84K +$1.66K +23 +115%
RA
590
Rational Advisors
New York
$2.44K
WA
591
Whipplewood Advisors
Colorado
$2.44K +$2.67K +37 New
EWP
592
Elevation Wealth Partners
California
$2.31K -$6.63K -92 -72%
GKIM
593
GW&K Investment Management
Massachusetts
$2K -$937 -13 -29%
ECM
594
Estabrook Capital Management
New York
$1.98K +$2.16K +30 New
TM
595
Torren Management
California
$1.85K -$31.4K -435 -94%
IRC
596
Investors Research Corp
Georgia
$1.58K +$1.73K +24 New
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$1.52K
SWM
598
Spire Wealth Management
Virginia
$1.45K -$865 -12 -35%
HWP
599
Highline Wealth Partners
California
$1.45K +$1.59K +22 New
GSEP
600
Golden State Equity Partners
California
$1.35K +$1.44K +20 New