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A.O. Smith

626 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, 261 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: 261

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
626
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
SC
576
SouthState Corp
Florida
$4.98K
RA
577
Rational Advisors
New York
$4.72K
AP
578
Aspect Partners
Virginia
$4.28K
AS
579
Altshuler Shaham
Israel
$4.2K
TPWA
580
Twin Peaks Wealth Advisors
California
$3.92K
SWM
581
Spire Wealth Management
Virginia
$3.8K
PP
582
PFS Partners
New Jersey
$3.74K
BCWM
583
Bartlett & Co Wealth Management
Ohio
$3.41K
KIM
584
Kestra Investment Management
Texas
$3.4K
BWL
585
Bogart Wealth LLC
Virginia
$3.21K
TIM
586
Total Investment Management
Arizona
$2.62K
WA
587
Whipplewood Advisors
Colorado
$2.36K
KIG
588
Kessler Investment Group
Indiana
$2.36K
AWM
589
Activest Wealth Management
Florida
$2.29K
ZBNA
590
Zions Bancorporation, National Association
Utah
$2.16K
GKIM
591
GW&K Investment Management
Massachusetts
$2K
PWMG
592
Private Wealth Management Group
New Jersey
$1.64K
HHMI
593
Howard Hughes Medical Institute
Maryland
$1.64K
CT
594
Clearstead Trust
Maine
$1.38K
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$1.31K
PWA
596
Physician Wealth Advisors
Utah
$1.25K
WCM
597
Winthrop Capital Management
Indiana
$1K
HFS
598
Hantz Financial Services
Michigan
$1K
AGWCA
599
Annis Gardner Whiting Capital Advisors
Florida
$984
AF
600
Advisornet Financial
Minnesota
$852