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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
676
Miracle Mile Advisors
California
-$249K -3,730 Closed
SCP
677
Sivia Capital Partners
California
-$218K -3,263 Closed
CIA
678
Caerus Investment Advisors
Texas
-$212K -3,167 Closed
FPH
679
Financial Planning Hawaii
Hawaii
-$210K -3,147 Closed
SMDAM
680
Sumitomo Mitsui DS Asset Management
Japan
-$202K -3,025 Closed
WANY
681
Wealthspire Advisors (New York)
New York
-$202K -3,023 Closed
EPW
682
Evolve Private Wealth
California
-$202K -3,014 Closed
JIC
683
Joel Isaacson & Co
New York
-$201K -3,000 Closed
SFG
684
SevenBridge Financial Group
Pennsylvania
-$209K -2,940 Closed
KAS
685
Kestra Advisory Services
Texas
-$143K -2,134 Closed
Optiver Holding
686
Optiver Holding
Netherlands
-$131K -1,965 Closed
AAP
687
Arax Advisory Partners
Colorado
-$70.6K -1,056 Closed
Group One Trading
688
Group One Trading
Illinois
-$59.7K -828 Closed
DB
689
Danske Bank
Denmark
-$53.5K -800 Closed
ACM
690
Aster Capital Management
United Arab Emirates
-$43.4K -649 Closed
EI
691
eCIO Inc
Wisconsin
-$36.9K -551 Closed
TH
692
TCTC Holdings
Texas
-$32.8K -491 Closed
EPIM
693
Evelyn Partners Investment Management
-$32.8K -490 Closed
EBA
694
Eagle Bay Advisors
New York
-$31.5K -471 Closed
SIM
695
Sentry Investment Management
Wisconsin
-$21K -320 Closed
VWWMG
696
Vermillion & White Wealth Management Group
Pennsylvania
-$21.4K -320 Closed
IWP
697
IAG Wealth Partners
Wisconsin
-$17.5K -261 Closed
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$14.4K -216 Closed
NFSG
699
Newbridge Financial Services Group
Florida
-$13.4K -200 Closed
FHA
700
Flagship Harbor Advisors
Massachusetts
-$12.9K -193 Closed