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A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$339M
2
American Century Companies
American Century Companies
Missouri
$88.1M
3
SP
Sarasin & Partners
United Kingdom
$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$31.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$52.9M
2
State Street
State Street
Massachusetts
$413M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M
5
Vontobel Holding
Vontobel Holding
Switzerland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
601
CVA Family Office
Colorado
$5.16K -$457 -7 -8%
LFA
602
LGT Financial Advisors
Texas
$4.61K -$40.1K -617 -90%
GBT
603
Grove Bank & Trust
Florida
$4.25K +$4.25K +65 New
AS
604
Altshuler Shaham
Israel
$3.79K +$65 +1 +2%
CT
605
Clearstead Trust
Maine
$3.6K +$3.6K +55 New
UCB
606
United Community Bank
South Carolina
$3.27K +$3.27K +50 New
BWL
607
Bogart Wealth LLC
Virginia
$3.2K – – –
BGAI
608
Bruce G. Allen Investments
Colorado
$3.01K +$719 +11 +31%
GFPC
609
Global Financial Private Client
Florida
$2.94K +$588 +9 +25%
CA
610
Continuum Advisory
Idaho
$2.35K -$3.01K -46 -56%
WA
611
Whipplewood Advisors
Colorado
$2.35K +$2.32K +2,364 +6,567%
S
612
Sachetta
Massachusetts
$2.22K +$1.11K +17 +100%
SWM
613
Spire Wealth Management
Virginia
$2.22K +$2.22K +34 New
AW
614
Avion Wealth
Texas
$2K – – –
KIM
615
Kestra Investment Management
Texas
$1.96K +$1.96K +30 New
DF
616
Dunhill Financial
United Kingdom
$1.92K -$199 -3 -9%
ZBNA
617
Zions Bancorporation, National Association
Utah
$1.9K +$1.9K +29 New
FFO
618
Fortitude Family Office
Arizona
$1.7K – – –
SIC
619
SJS Investment Consulting
Ohio
$1.44K -$261 -4 -15%
RCM
620
Raleigh Capital Management
North Carolina
$1.37K -$1.5K -23 -52%
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$1.31K -$327 -5 -20%
TFA
622
Transamerica Financial Advisors
Florida
$1K -$842K -842 -100%
GKIM
623
GW&K Investment Management
Massachusetts
$1K +$769 +10 +333%
WCM
624
Winthrop Capital Management
Indiana
$1K +$1K +15 New
HPC
625
HM Payson & Co
Maine
$981 – – –
23 24
25
26 27