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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
PWM
651
Parkworth Wealth Management
California
$261
PWA
652
Principia Wealth Advisory
Texas
$250 +$135 +2 +100%
HIA
653
HFM Investment Advisors
New Jersey
$197 +$203 +3 New
GA
654
GoalVest Advisory
New York
$196 +$203 +3 New
BHWM
655
Bay Harbor Wealth Management
Maryland
$130 +$135 +2 New
TWD
656
True Wealth Design
Ohio
$66 -$405 -6 -86%
Fiera Capital (Canada)
657
Fiera Capital (Canada)
Quebec, Canada
-$48.8M -715,372 Closed
TC
658
TwinBeech Capital
New York
-$11.4M -167,613 Closed
RGC
659
Regents Gate Capital
United Kingdom
-$9.99M -146,499 Closed
PM
660
Pembroke Management
Quebec, Canada
-$9.87M -144,761 Closed
NAMM
661
NorthStar Asset Management (Massachusetts)
Massachusetts
-$7.94M -116,446 Closed
EGM
662
Engineers Gate Manager
New York
-$5.17M -75,808 Closed
GLA
663
Great Lakes Advisors
Illinois
-$3.97M -58,159 Closed
CS
664
Candriam SCA
Luxembourg
-$3.19M -46,793 Closed
IG
665
ING Group
Netherlands
-$3.19M -46,713 Closed
CM
666
Crestline Management
Texas
-$2.83M -41,482 Closed
CL
667
CIM LLC
New York
-$2.81M -41,174 Closed
QCM
668
Qsemble Capital Management
New York
-$2.81M -41,157 Closed
SCM
669
Sone Capital Management
New York
-$2.71M -39,658 Closed
CC
670
Centiva Capital
New York
-$2.09M -30,639 Closed
YIH
671
Y-Intercept (HK)
Hong Kong
-$1.63M -23,914 Closed
LAM
672
LECAP Asset Management
United Kingdom
-$1.59M -23,259 Closed
BMSSC
673
B. Metzler seel. Sohn & Co
Germany
-$1.58M -23,145 Closed
OAM
674
Oxford Asset Management
United Kingdom
-$1.34M -19,670 Closed
ACM
675
Aquatic Capital Management
Illinois
-$1.19M -17,380 Closed