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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
BHWM
601
Bay Harbor Wealth Management
Maryland
$1.19K
AW
602
Avion Wealth
Texas
$1K
YDMI
603
Y.D. More Investments
Israel
$994
SWM
604
SHP Wealth Management
Massachusetts
$989
SIM
605
Synergy Investment Management
Florida
$858
RWM
606
Rialto Wealth Management
New York
$792
AFC
607
Ares Financial Consulting
California
$716
CFM
608
Cornerstone Financial Management
Massachusetts
$528
HIA
609
HFM Investment Advisors
New Jersey
$528
VWM
610
Vermillion Wealth Management
Minnesota
$528
CIAM
611
Caitong International Asset Management
Hong Kong
$528
TFM
612
TFC Financial Management
Massachusetts
$464
BGAI
613
Bruce G. Allen Investments
Colorado
$462
DF
614
Dunhill Financial
United Kingdom
$451
TWM
615
TopTier Wealth Management
Wisconsin
$396
VWA
616
Valued Wealth Advisors
Utah
$337
CW
617
Curio Wealth
Maryland
$330
RF
618
Rossby Financial
Florida
$325
CCWM
619
Cassaday & Co Wealth Management
Virginia
$264
RS
620
Rakuten Securities
Japan
$198
AWM
621
Activest Wealth Management
Florida
$198
AUB
622
Atlantic Union Bankshares
Virginia
$198
SWA
623
SOA Wealth Advisors
New York
$143
SA
624
Seneschal Advisors
Washington
$132
MB
625
MidFirst Bank
Oklahoma
$132