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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
AS
576
Altshuler Shaham
Israel
$4.2K
TPWA
577
Twin Peaks Wealth Advisors
California
$3.92K
SWM
578
Spire Wealth Management
Virginia
$3.8K
PP
579
PFS Partners
New Jersey
$3.74K
BCWM
580
Bartlett & Co Wealth Management
Ohio
$3.41K
KIM
581
Kestra Investment Management
Texas
$3.4K
BWL
582
Bogart Wealth LLC
Virginia
$3.21K
TIM
583
Total Investment Management
Arizona
$2.62K
WA
584
Whipplewood Advisors
Colorado
$2.36K
KIG
585
Kessler Investment Group
Indiana
$2.36K
AWM
586
Activest Wealth Management
Florida
$2.29K
ZBNA
587
Zions Bancorporation, National Association
Utah
$2.16K
GKIM
588
GW&K Investment Management
Massachusetts
$2K
PWMG
589
Private Wealth Management Group
New Jersey
$1.64K
HHMI
590
Howard Hughes Medical Institute
Maryland
$1.64K
CT
591
Clearstead Trust
Maine
$1.38K
DPW
592
DiNuzzo Private Wealth
Pennsylvania
$1.31K
PWA
593
Physician Wealth Advisors
Utah
$1.25K
WCM
594
Winthrop Capital Management
Indiana
$1K
HFS
595
Hantz Financial Services
Michigan
$1K
AGWCA
596
Annis Gardner Whiting Capital Advisors
Florida
$984
AF
597
Advisornet Financial
Minnesota
$852
RIL
598
Rothschild Investment LLC
Illinois
$787
SIC
599
SJS Investment Consulting
Ohio
$787
PWA
600
Principia Wealth Advisory
Texas
$787