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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
HF
676
HRT Financial
New York
-$1.13M -16,581 Closed
ZIG
677
Zurich Insurance Group
Switzerland
-$1.09M -16,000 Closed
JSSH
678
J. Safra Sarasin Holding
-$1M -14,661 Closed
AF
679
Aviso Financial
Ontario, Canada
-$805K -11,800 Closed
DFCM
680
Dark Forest Capital Management
Puerto Rico
-$725K -10,622 Closed
WAM
681
Weiss Asset Management
Massachusetts
-$636K -9,326 Closed
QI
682
Qtron Investments
Massachusetts
-$629K -9,225 Closed
KRS
683
Kentucky Retirement Systems
Kentucky
-$562K -8,243 Closed
GCP
684
GSA Capital Partners
United Kingdom
-$545K -7,990 Closed
BAM
685
Blueshift Asset Management
New Jersey
-$521K -7,632 Closed
GAM
686
Guinness Asset Management
United Kingdom
-$514K -7,531 Closed
SCA
687
Snowden Capital Advisors
New York
-$497K -7,280 Closed
OAM
688
Oppenheimer Asset Management
New York
-$486K -7,132 Closed
BPC
689
Bryce Point Capital
New York
-$472K -6,925 Closed
GSEP
690
Golden State Equity Partners
California
-$435K -6,382 Closed
PAS
691
Park Avenue Securities
New York
-$422K -6,184 Closed
MG
692
Marex Group
-$405K -5,932 Closed
FHB
693
First Hawaiian Bank
Hawaii
-$386K -5,664 Closed
OTPPB
694
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$369K -5,414 Closed
IWC
695
Integrated Wealth Concepts
Massachusetts
-$322K -4,716 Closed
AC
696
Aristides Capital
Kentucky
-$308K -4,512 Closed
SF
697
Summit Financial
New Jersey
-$306K -4,487 Closed
SC
698
Savant Capital
Illinois
-$303K -4,437 Closed
SPA
699
Sherbrooke Park Advisers
New York
-$302K -4,433 Closed
SOW
700
State of Wyoming
Wyoming
-$286K -4,188 Closed