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A.O. Smith
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Overview Fund Activity

620 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, 257 reducing their positions, and 103 closing their positions.

Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
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 %
OA
601
Operose Advisors
Wisconsin
$656 +$656 +10 New
HIA
602
HFM Investment Advisors
New Jersey
$590 +$393 +6 +200%
NC
603
NewSquare Capital
Pennsylvania
$590 +$590 +9 New
PWM
604
Parkworth Wealth Management
California
$525 +$263 +4 +100%
TFM
605
TFC Financial Management
Massachusetts
$462 – – –
BGAI
606
Bruce G. Allen Investments
Colorado
$459 -$2.56K -39 -85%
HFS
607
Horizon Financial Services
North Carolina
$459 – – –
RA
608
Rise Advisors
New York
$459 – – –
MYIA
609
Mount Yale Investment Advisors
Colorado
$459 +$459 +7 New
BHWM
610
Bay Harbor Wealth Management
Maryland
$393 +$262 +4 +200%
CW
611
Curio Wealth
Maryland
$328 +$262 +4 +400%
RWM
612
Rialto Wealth Management
New York
$328 +$328 +5 New
VWA
613
Valued Wealth Advisors
Utah
$266 – – –
DF
614
Dunhill Financial
United Kingdom
$259 -$2.25K -26 -90%
CIAS
615
CBIZ Investment Advisory Services
Ohio
$197 +$197 +3 New
QWM
616
Quaker Wealth Management
New Jersey
$197 +$197 +3 New
LFA
617
LGT Financial Advisors
Texas
$131 -$4.52K -69 -97%
PWAM
618
Private Wealth Asset Management
Iowa
$131 -$459 -7 -78%
TFA
619
Transamerica Financial Advisors
Florida
$32 – – –
Select Equity Group
620
Select Equity Group
New York
– -$52.9M -809,461 Closed
TAM
621
Todd Asset Management
Kentucky
– -$24.5M -375,365 Closed
VRS
622
Virginia Retirement Systems
Virginia
– -$17.3M -264,100 Closed
AS
623
Aware Super
Australia
– -$10.8M -164,816 Closed
AAF
624
Andra AP-fonden
Sweden
– -$8.2M -125,400 Closed
Korea Investment Corp
625
Korea Investment Corp
South Korea
– -$7.6M -116,208 Closed
23 24
25
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