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A.O. Smith

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LI
576
LRI Investments
Florida
$11.6K
LFG
577
Larson Financial Group
Missouri
$11.5K +$915 +14 +9%
DIP
578
DT Investment Partners
Pennsylvania
$10.7K
MCM
579
MAI Capital Management
Ohio
$10.4K +$65 +1 +0.6%
AP
580
Aspect Partners
Virginia
$10.3K
CA
581
CoreCap Advisors
Michigan
$10.1K +$131 +2 +1%
KIG
582
Kessler Investment Group
Indiana
$9.54K -$299K -4,567 -97%
KFI
583
Key Financial Inc
Pennsylvania
$9.35K
HIA
584
Harbor Investment Advisory
Maryland
$9.28K +$4.9K +75 +112%
SWA
585
SOA Wealth Advisors
New York
$9.03K
MCM
586
Manchester Capital Management
Vermont
$9.02K -$748K -11,440 -99%
NS
587
NBC Securities
Alabama
$9K +$9K +152 New
AG
588
AmeriFlex Group
Nevada
$8.61K +$65 +1 +0.8%
HWM
589
Hemington Wealth Management
Virginia
$8K +$2.49K +42 +45%
SC
590
SouthState Corp
Florida
$7.45K +$7.45K +114 New
SO
591
Sierra Ocean
California
$7.44K -$6.12K -93 -45%
BIA
592
Bell Investment Advisors
California
$7.32K +$1.44K +22 +24%
MCM
593
MV Capital Management
Maryland
$7.13K +$654 +10 +10%
RIL
594
Rothschild Investment LLC
Illinois
$6.54K +$2.61K +40 +67%
PWMG
595
Private Wealth Management Group
New Jersey
$5.69K +$5.62K +86 +8,600%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$5.62K
PAM
597
Parvin Asset Management
South Dakota
$5.56K +$5.56K +85 New
AA
598
Ancora Advisors
Ohio
$5.49K -$196 -3 -3%
WT
599
Washington Trust
Rhode Island
$5.43K
FMP
600
Financial Management Professionals
Texas
$5.43K