AOS icon

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 %
PWA
626
Physician Wealth Advisors
Utah
$916 +$916 +14 New
GWM
627
Geneos Wealth Management
Colorado
$784 -$1.63K -25 -68%
GP
628
Greenline Partners
New York
$719 +$719 +11 New
AIM
629
Anchor Investment Management
South Carolina
$654 – – –
PWAM
630
Private Wealth Asset Management
Iowa
$588 +$588 +9 New
HFS
631
Hughes Financial Services
Virginia
$525 +$525 +8 New
BFS
632
Bare Financial Services
Pennsylvania
$523 +$523 +8 New
TFM
633
TFC Financial Management
Massachusetts
$460 – – –
CT
634
Colonial Trust
South Carolina
$458 -$5.56K -85 -92%
RA
635
Rise Advisors
New York
$458 – – –
HFS
636
Horizon Financial Services
North Carolina
$458 +$458 +7 New
RS
637
Rakuten Securities
Japan
$458 +$458 +7 New
HCP
638
Hexagon Capital Partners
Arkansas
$383 – – –
CW
639
Curio Wealth
Maryland
$341 +$341 +1 New
CWC
640
Carolinas Wealth Consulting
North Carolina
$327 – – –
WCM
641
WealthTrak Capital Management
Virginia
$327 +$327 +5 New
OCM
642
Osterweis Capital Management
California
$327 +$327 +5 New
AWM
643
Activest Wealth Management
Florida
$327 +$327 +5 New
VWA
644
Valued Wealth Advisors
Utah
$264 – – –
PWM
645
Parkworth Wealth Management
California
$261 – – –
PWA
646
Principia Wealth Advisory
Texas
$250 +$125 +2 +100%
HIA
647
HFM Investment Advisors
New Jersey
$197 +$197 +3 New
GA
648
GoalVest Advisory
New York
$196 +$196 +3 New
BHWM
649
Bay Harbor Wealth Management
Maryland
$130 +$130 +2 New
TWD
650
True Wealth Design
Ohio
$66 -$396 -6 -86%
24 25
26
27 28