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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
626
Raleigh Capital Management
North Carolina
$1.37K -$1.55K -23 -52%
DPW
627
DiNuzzo Private Wealth
Pennsylvania
$1.31K -$338 -5 -20%
TFA
628
Transamerica Financial Advisors
Florida
$1K -$56.9K -842 -100%
GKIM
629
GW&K Investment Management
Massachusetts
$1K +$676 +10 +333%
WCM
630
Winthrop Capital Management
Indiana
$1K +$1.01K +15 New
HPC
631
HM Payson & Co
Maine
$981
PWA
632
Physician Wealth Advisors
Utah
$916 +$946 +14 New
GWM
633
Geneos Wealth Management
Colorado
$784 -$1.69K -25 -68%
GP
634
Greenline Partners
New York
$719 +$743 +11 New
AIM
635
Anchor Investment Management
South Carolina
$654
PWAM
636
Private Wealth Asset Management
Iowa
$588 +$608 +9 New
HFS
637
Hughes Financial Services
Virginia
$525 +$541 +8 New
BFS
638
Bare Financial Services
Pennsylvania
$523 +$541 +8 New
TFM
639
TFC Financial Management
Massachusetts
$460
CT
640
Colonial Trust
South Carolina
$458 -$5.75K -85 -92%
RA
641
Rise Advisors
New York
$458
HFS
642
Horizon Financial Services
North Carolina
$458 +$473 +7 New
RS
643
Rakuten Securities
Japan
$458 +$473 +7 New
HCP
644
Hexagon Capital Partners
Arkansas
$383
CW
645
Curio Wealth
Maryland
$341 +$68 +1 New
CWC
646
Carolinas Wealth Consulting
North Carolina
$327
AWM
647
Activest Wealth Management
Florida
$327 +$338 +5 New
OCM
648
Osterweis Capital Management
California
$327 +$338 +5 New
WCM
649
WealthTrak Capital Management
Virginia
$327 +$338 +5 New
VWA
650
Valued Wealth Advisors
Utah
$264