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A.O. Smith

626 hedge funds and large institutions have $7.93B invested in A.O. Smith in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 226 increasing their positions, 242 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33.2M
Puts
$12.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Advisornet Financial
Minnesota
$954
AGWCA
602
Annis Gardner Whiting Capital Advisors
Florida
$881
PWA
603
Principia Wealth Advisory
Texas
$881
CFD
604
Creative Financial Designs
Indiana
$815
CT
605
Colonial Trust
South Carolina
$734
WWA
606
Wealth Watch Advisors
Colorado
$734
TCB
607
Texas Capital Bancshares
Texas
$661
HIA
608
HFM Investment Advisors
New Jersey
$587
TFM
609
TFC Financial Management
Massachusetts
$517
BGAI
610
Bruce G. Allen Investments
Colorado
$514
RA
611
Rise Advisors
New York
$514
RWM
612
Rialto Wealth Management
New York
$514
NSIM
613
North Star Investment Management
Illinois
$514
BHWM
614
Bay Harbor Wealth Management
Maryland
$513
PG
615
Proffitt & Goodson
Tennessee
$368
AT
616
Avalon Trust
New Mexico
$368
VWA
617
Valued Wealth Advisors
Utah
$299
QWM
618
Quaker Wealth Management
New Jersey
$221
NMG
619
New Millennium Group
Utah
$220
DF
620
Dunhill Financial
United Kingdom
$172
SWA
621
SOA Wealth Advisors
New York
$157
BCWM
622
Bartlett & Co Wealth Management
Ohio
$147
PWAM
623
Private Wealth Asset Management
Iowa
$147
SA
624
Seneschal Advisors
Washington
$147
NC
625
North Capital
Utah
$73