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A.O. Smith

622 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, 259 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: 259

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
622
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
AIM
601
Anchor Investment Management
South Carolina
$656
CT
602
Colonial Trust
South Carolina
$656
OA
603
Operose Advisors
Wisconsin
$656
HIA
604
HFM Investment Advisors
New Jersey
$590
NC
605
NewSquare Capital
Pennsylvania
$590
PWM
606
Parkworth Wealth Management
California
$525
TFM
607
TFC Financial Management
Massachusetts
$462
BGAI
608
Bruce G. Allen Investments
Colorado
$459
RA
609
Rise Advisors
New York
$459
HFS
610
Horizon Financial Services
North Carolina
$459
MYIA
611
Mount Yale Investment Advisors
Colorado
$459
BHWM
612
Bay Harbor Wealth Management
Maryland
$393
CW
613
Curio Wealth
Maryland
$328
RWM
614
Rialto Wealth Management
New York
$328
VWA
615
Valued Wealth Advisors
Utah
$266
DF
616
Dunhill Financial
United Kingdom
$259
CIAS
617
CBIZ Investment Advisory Services
Ohio
$197
QWM
618
Quaker Wealth Management
New Jersey
$197
LFA
619
LGT Financial Advisors
Texas
$131
PWAM
620
Private Wealth Asset Management
Iowa
$131
TFA
621
Transamerica Financial Advisors
Florida
$32
Select Equity Group
622
Select Equity Group
New York
TAM
623
Todd Asset Management
Kentucky
VRS
624
Virginia Retirement Systems
Virginia
AS
625
Aware Super
Australia