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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.8K
WTC
577
WhitTier Trust Company
Nevada
$13.7K
JWA
578
JFS Wealth Advisors
Pennsylvania
$13.3K -$879 -13 -6%
LS
579
Livforsakringsbolaget Skandia
Sweden
$13.1K -$54.1K -800 -80%
T
580
TOBAM
France
$13K -$8.52K -126 -39%
TPCW
581
TD Private Client Wealth
New York
$12K -$1.08K -16 -8%
LI
582
LRI Investments
Florida
$11.6K
LFG
583
Larson Financial Group
Missouri
$11.5K +$946 +14 +9%
DIP
584
DT Investment Partners
Pennsylvania
$10.7K
MCM
585
MAI Capital Management
Ohio
$10.4K +$68 +1 +0.6%
AP
586
Aspect Partners
Virginia
$10.3K
CA
587
CoreCap Advisors
Michigan
$10.1K +$135 +2 +1%
KIG
588
Kessler Investment Group
Indiana
$9.54K -$309K -4,567 -97%
KFI
589
Key Financial Inc
Pennsylvania
$9.35K
HIA
590
Harbor Investment Advisory
Maryland
$9.28K +$5.07K +75 +112%
SWA
591
SOA Wealth Advisors
New York
$9.03K
MCM
592
Manchester Capital Management
Vermont
$9.02K -$773K -11,440 -99%
NS
593
NBC Securities
Alabama
$9K +$10.3K +152 New
AG
594
AmeriFlex Group
Nevada
$8.61K +$68 +1 +0.8%
HWM
595
Hemington Wealth Management
Virginia
$8K +$2.84K +42 +45%
SC
596
SouthState Corp
Florida
$7.45K +$7.7K +114 New
SO
597
Sierra Ocean
California
$7.44K -$6.29K -93 -45%
BIA
598
Bell Investment Advisors
California
$7.32K +$1.49K +22 +24%
MCM
599
MV Capital Management
Maryland
$7.13K +$676 +10 +10%
RIL
600
Rothschild Investment LLC
Illinois
$6.54K +$2.7K +40 +67%