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A.O. Smith

628 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 230 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.7M
Puts
$35.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Clearstead Trust
Maine
$3.76K
UFPG
577
United Financial Planning Group
New York
$3.76K
CT
578
Colonial Trust
South Carolina
$3.66K
BCWM
579
Bartlett & Co Wealth Management
Ohio
$3.61K
BWL
580
Bogart Wealth LLC
Virginia
$3.43K
TPWA
581
Twin Peaks Wealth Advisors
California
$3.23K
TFA
582
Transamerica Financial Advisors
Florida
$3.11K
IAAG
583
Innovative Asset Advisors Group
Connecticut
$3.1K
OCWP
584
Owl Creek Wealth Partners
Colorado
$3.03K
KFAS
585
Keating Financial Advisory Services
Kansas
$3.03K
OWP
586
ORG Wealth Partners
Texas
$2.9K
PWA
587
Physician Wealth Advisors
Utah
$2.84K
RA
588
Rational Advisors
New York
$2.44K
WA
589
Whipplewood Advisors
Colorado
$2.44K
EWP
590
Elevation Wealth Partners
California
$2.31K
GKIM
591
GW&K Investment Management
Massachusetts
$2K
ECM
592
Estabrook Capital Management
New York
$1.98K
TM
593
Torren Management
California
$1.85K
IRC
594
Investors Research Corp
Georgia
$1.58K
DPW
595
DiNuzzo Private Wealth
Pennsylvania
$1.52K
SWM
596
Spire Wealth Management
Virginia
$1.45K
HWP
597
Highline Wealth Partners
California
$1.45K
GSEP
598
Golden State Equity Partners
California
$1.35K
SSG
599
Summit Securities Group
New York
$1.19K
AF
600
Advisornet Financial
Minnesota
$1.19K