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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
601
Summit Securities Group
New York
$1.19K -$10.8K -150 -89%
AF
602
Advisornet Financial
Minnesota
$1.19K +$360 +5 +38%
BHWM
603
Bay Harbor Wealth Management
Maryland
$1.19K +$577 +8 +80%
AW
604
Avion Wealth
Texas
$1K +$577 +8 +100%
YDMI
605
Y.D. More Investments
Israel
$994 -$7.06K -98 -2%
SWM
606
SHP Wealth Management
Massachusetts
$989 +$504 +7 +88%
SIM
607
Synergy Investment Management
Florida
$858 +$937 +13 New
RWM
608
Rialto Wealth Management
New York
$792 +$216 +3 +33%
AFC
609
Ares Financial Consulting
California
$716
CFM
610
Cornerstone Financial Management
Massachusetts
$528
HIA
611
HFM Investment Advisors
New Jersey
$528
CIAM
612
Caitong International Asset Management
Hong Kong
$528 +$577 +8 New
VWM
613
Vermillion Wealth Management
Minnesota
$528 +$577 +8 New
TFM
614
TFC Financial Management
Massachusetts
$464
BGAI
615
Bruce G. Allen Investments
Colorado
$462
DF
616
Dunhill Financial
United Kingdom
$451 -$72 -1 -14%
TWM
617
TopTier Wealth Management
Wisconsin
$396 +$432 +6 New
VWA
618
Valued Wealth Advisors
Utah
$337 +$72 +1 +25%
CW
619
Curio Wealth
Maryland
$330
RF
620
Rossby Financial
Florida
$325
CCWM
621
Cassaday & Co Wealth Management
Virginia
$264 +$288 +4 New
RS
622
Rakuten Securities
Japan
$198 -$151K -2,097 -100%
AWM
623
Activest Wealth Management
Florida
$198 -$504 -7 -70%
AUB
624
Atlantic Union Bankshares
Virginia
$198 +$216 +3 New
SWA
625
SOA Wealth Advisors
New York
$143