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A.O. Smith

626 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, 261 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: 261

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
626
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
HA
651
Harfst & Associates
Wyoming
I
652
InceptionR
California
SC
653
SummitTX Capital
Texas
TC
654
TownSquare Capital
Utah
SAA
655
Southeast Asset Advisors
Georgia
MNA
656
Manning & Napier Advisors
New York
Allianz Asset Management
657
Allianz Asset Management
Germany
SFSG
658
Sound Financial Strategies Group
Mississippi
EAM
659
Empirical Asset Management
Massachusetts
CIBC World Market
660
CIBC World Market
Ontario, Canada
GIBU
661
Gulf International Bank (UK)
United Kingdom
GIA
662
Gateway Investment Advisers
Ohio
PP
663
Prudential plc
United Kingdom
BFM
664
Boothbay Fund Management
New York
TFS
665
Thoroughbred Financial Services
Tennessee
PAG
666
Private Advisor Group
New Jersey
AWA
667
Arkadios Wealth Advisors
Georgia
AIA
668
AssuredPartners Investment Advisors
Florida
ECM
669
Eisler Capital Management
United Kingdom
Royal London Asset Management
670
Royal London Asset Management
United Kingdom
EHC
671
Everett Harris & Co
California
SQA
672
Simon Quick Advisors
New Jersey
BP
673
Ballentine Partners
Massachusetts
QC
674
Quadrature Capital
United Kingdom
CA
675
Claro Advisors
Massachusetts