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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$5.69K +$5.81K +86 +8,600%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$5.62K
PAM
603
Parvin Asset Management
South Dakota
$5.56K +$5.75K +85 New
AA
604
Ancora Advisors
Ohio
$5.49K -$203 -3 -3%
WT
605
Washington Trust
Rhode Island
$5.43K
FMP
606
Financial Management Professionals
Texas
$5.42K
CFO
607
CVA Family Office
Colorado
$5.16K -$473 -7 -8%
LFA
608
LGT Financial Advisors
Texas
$4.61K -$41.7K -617 -90%
GBT
609
Grove Bank & Trust
Florida
$4.25K +$4.39K +65 New
AS
610
Altshuler Shaham
Israel
$3.79K +$68 +1 +2%
CT
611
Clearstead Trust
Maine
$3.6K +$3.72K +55 New
UCB
612
United Community Bank
South Carolina
$3.27K +$3.38K +50 New
BWL
613
Bogart Wealth LLC
Virginia
$3.2K
BGAI
614
Bruce G. Allen Investments
Colorado
$3.01K +$743 +11 +31%
GFPC
615
Global Financial Private Client
Florida
$2.94K +$608 +9 +25%
CA
616
Continuum Advisory
Idaho
$2.35K -$3.11K -46 -56%
WA
617
Whipplewood Advisors
Colorado
$2.35K +$160K +2,364 +6,567%
S
618
Sachetta
Massachusetts
$2.22K +$1.15K +17 +100%
SWM
619
Spire Wealth Management
Virginia
$2.22K +$2.3K +34 New
AW
620
Avion Wealth
Texas
$2K
KIM
621
Kestra Investment Management
Texas
$1.96K +$2.03K +30 New
DF
622
Dunhill Financial
United Kingdom
$1.92K -$203 -3 -9%
ZBNA
623
Zions Bancorporation, National Association
Utah
$1.9K +$1.96K +29 New
FFO
624
Fortitude Family Office
Arizona
$1.7K
SIC
625
SJS Investment Consulting
Ohio
$1.44K -$270 -4 -15%