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A.O. Smith

624 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, 208 increasing their positions, 260 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 260

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Principia Wealth Advisory
Texas
$787
CFD
602
Creative Financial Designs
Indiana
$725
AIM
603
Anchor Investment Management
South Carolina
$656
CT
604
Colonial Trust
South Carolina
$656
OA
605
Operose Advisors
Wisconsin
$656
HIA
606
HFM Investment Advisors
New Jersey
$590
NC
607
NewSquare Capital
Pennsylvania
$590
PWM
608
Parkworth Wealth Management
California
$525
TFM
609
TFC Financial Management
Massachusetts
$462
BGAI
610
Bruce G. Allen Investments
Colorado
$459
HFS
611
Horizon Financial Services
North Carolina
$459
RA
612
Rise Advisors
New York
$459
MYIA
613
Mount Yale Investment Advisors
Colorado
$459
BHWM
614
Bay Harbor Wealth Management
Maryland
$393
CW
615
Curio Wealth
Maryland
$328
RWM
616
Rialto Wealth Management
New York
$328
VWA
617
Valued Wealth Advisors
Utah
$266
DF
618
Dunhill Financial
United Kingdom
$259
CIAS
619
CBIZ Investment Advisory Services
Ohio
$197
QWM
620
Quaker Wealth Management
New Jersey
$197
LFA
621
LGT Financial Advisors
Texas
$131
PWAM
622
Private Wealth Asset Management
Iowa
$131
TFA
623
Transamerica Financial Advisors
Florida
$32
Select Equity Group
624
Select Equity Group
New York
TAM
625
Todd Asset Management
Kentucky