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A.O. Smith
AOS

Overview Fund Activity

621 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, 210 increasing their positions, 258 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-29
Holders Change %
-4.46%
% of All Funds
8.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
258
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Spire Wealth Management
Virginia
$3.8K +$1.57K +24 +71%
PP
577
PFS Partners
New Jersey
$3.74K +$3.74K +57 New
BCWM
578
Bartlett & Co Wealth Management
Ohio
$3.41K +$3.41K +52 New
KIM
579
Kestra Investment Management
Texas
$3.4K +$1.44K +22 +73%
BWL
580
Bogart Wealth LLC
Virginia
$3.21K – – –
TIM
581
Total Investment Management
Arizona
$2.62K +$2.62K +40 New
WA
582
Whipplewood Advisors
Colorado
$2.36K -$155K -2,364 -99%
KIG
583
Kessler Investment Group
Indiana
$2.36K -$7.21K -110 -75%
AWM
584
Activest Wealth Management
Florida
$2.3K +$1.97K +30 +600%
ZBNA
585
Zions Bancorporation, National Association
Utah
$2.16K +$262 +4 +14%
GKIM
586
GW&K Investment Management
Massachusetts
$2K +$870 +10 +77%
PWMG
587
Private Wealth Management Group
New Jersey
$1.64K -$4.07K -62 -71%
HHMI
588
Howard Hughes Medical Institute
Maryland
$1.64K +$1.64K +25 New
CT
589
Clearstead Trust
Maine
$1.38K -$2.23K -34 -62%
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.31K – – –
PWA
591
Physician Wealth Advisors
Utah
$1.25K +$328 +5 +36%
WCM
592
Winthrop Capital Management
Indiana
$1K – – –
HFS
593
Hantz Financial Services
Michigan
$1K +$1K +19 New
AGWCA
594
Annis Gardner Whiting Capital Advisors
Florida
$984 +$984 +15 New
AF
595
Advisornet Financial
Minnesota
$852 +$852 +13 New
RIL
596
Rothschild Investment LLC
Illinois
$787 -$5.77K -88 -88%
SIC
597
SJS Investment Consulting
Ohio
$787 -$656 -10 -45%
PWA
598
Principia Wealth Advisory
Texas
$787 +$525 +8 +200%
CFD
599
Creative Financial Designs
Indiana
$725 +$725 +11 New
AIM
600
Anchor Investment Management
South Carolina
$656 – – –
22 23
24
25 26