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A.O. Smith

622 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
622
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
TPWA
576
Twin Peaks Wealth Advisors
California
$3.92K
SWM
577
Spire Wealth Management
Virginia
$3.8K
PP
578
PFS Partners
New Jersey
$3.74K
BCWM
579
Bartlett & Co Wealth Management
Ohio
$3.41K
KIM
580
Kestra Investment Management
Texas
$3.4K
BWL
581
Bogart Wealth LLC
Virginia
$3.21K
TIM
582
Total Investment Management
Arizona
$2.62K
WA
583
Whipplewood Advisors
Colorado
$2.36K
KIG
584
Kessler Investment Group
Indiana
$2.36K
AWM
585
Activest Wealth Management
Florida
$2.29K
ZBNA
586
Zions Bancorporation, National Association
Utah
$2.16K
GKIM
587
GW&K Investment Management
Massachusetts
$2K
PWMG
588
Private Wealth Management Group
New Jersey
$1.64K
HHMI
589
Howard Hughes Medical Institute
Maryland
$1.64K
CT
590
Clearstead Trust
Maine
$1.38K
DPW
591
DiNuzzo Private Wealth
Pennsylvania
$1.31K
PWA
592
Physician Wealth Advisors
Utah
$1.25K
WCM
593
Winthrop Capital Management
Indiana
$1K
HFS
594
Hantz Financial Services
Michigan
$1K
AGWCA
595
Annis Gardner Whiting Capital Advisors
Florida
$984
AF
596
Advisornet Financial
Minnesota
$852
RIL
597
Rothschild Investment LLC
Illinois
$787
SIC
598
SJS Investment Consulting
Ohio
$787
PWA
599
Principia Wealth Advisory
Texas
$787
CFD
600
Creative Financial Designs
Indiana
$725