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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
T. Rowe Price Investment Management
701
T. Rowe Price Investment Management
Maryland
-$285K -4,173 Closed
IC
702
IEQ Capital
California
-$270K -3,953 Closed
MFIM
703
Mesirow Financial Investment Management
Illinois
-$259K -3,797 Closed
PW
704
PUREfi Wealth
Massachusetts
-$252K -3,691 Closed
BC
705
Burney Company
Virginia
-$249K -3,651 Closed
PI
706
PFG Investments
New York
-$238K -3,484 Closed
EC
707
EntryPoint Capital
New York
-$237K -3,480 Closed
SI
708
Stephens Inc
Arkansas
-$234K -3,434 Closed
AC
709
Allstate Corporation
Illinois
-$232K -3,403 Closed
CS
710
Cannell & Spears
New York
-$228K -3,336 Closed
SCM
711
Semanteon Capital Management
Massachusetts
-$218K -3,199 Closed
OIA
712
OneDigital Investment Advisors
Kansas
-$217K -3,184 Closed
VCM
713
Voleon Capital Management
California
-$215K -3,146 Closed
SCM
714
Stevens Capital Management
Pennsylvania
-$214K -3,140 Closed
DTL
715
Dynamic Technology Lab
Singapore
-$210K -3,079 Closed
BFA
716
Brendel Financial Advisors
New Hampshire
-$209K -3,064 Closed
DBIA
717
Dumont & Blake Investment Advisors
New Jersey
-$207K -3,038 Closed
CPA
718
Cardiff Park Advisors
California
-$207K -3,033 Closed
SSW
719
Smith Shellnut Wilson
Mississippi
-$206K -3,016 Closed
LIM
720
Loudon Investment Management
New Hampshire
-$204K -2,996 Closed
TAM
721
Townsend Asset Management
North Carolina
-$201K -2,950 Closed
HT
722
Headlands Technologies
Illinois
-$201K -2,945 Closed
MA
723
Mutual Advisors
Nebraska
-$209K -2,931 Closed
Capstone Investment Advisors
724
Capstone Investment Advisors
New York
-$186K -2,722 Closed
VHAM
725
Van Hulzen Asset Management
California
-$157K -2,309 Closed