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A.O. Smith

624 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 208 increasing their positions, 260 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

20% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 260

54% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $76.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
624
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.4M
Puts
$76.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
651
SummitTX Capital
Texas
TC
652
TownSquare Capital
Utah
SAA
653
Southeast Asset Advisors
Georgia
MNA
654
Manning & Napier Advisors
New York
Allianz Asset Management
655
Allianz Asset Management
Germany
SFSG
656
Sound Financial Strategies Group
Mississippi
EAM
657
Empirical Asset Management
Massachusetts
CIBC World Market
658
CIBC World Market
Ontario, Canada
GIBU
659
Gulf International Bank (UK)
United Kingdom
GIA
660
Gateway Investment Advisers
Ohio
PP
661
Prudential plc
United Kingdom
BFM
662
Boothbay Fund Management
New York
TFS
663
Thoroughbred Financial Services
Tennessee
PAG
664
Private Advisor Group
New Jersey
AWA
665
Arkadios Wealth Advisors
Georgia
AIA
666
AssuredPartners Investment Advisors
Florida
ECM
667
Eisler Capital Management
United Kingdom
Royal London Asset Management
668
Royal London Asset Management
United Kingdom
EHC
669
Everett Harris & Co
California
SQA
670
Simon Quick Advisors
New Jersey
BP
671
Ballentine Partners
Massachusetts
QC
672
Quadrature Capital
United Kingdom
CA
673
Claro Advisors
Massachusetts
BBVA
674
Banco Bilbao Vizcaya Argentaria
Spain
EOJOAM
675
E. Ohman J:or Asset Management
Sweden