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A.O. Smith
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Overview Fund Activity

620 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, 210 increasing their positions, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
701
Quent Capital
New York
– -$26.2K -401 Closed
NB
702
NBT Bank
New York
– -$26.1K -400 Closed
AF
703
Atala Financial
California
– -$14.1K -216 Closed
LWANC
704
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$13.8K -211 Closed
LS
705
Livforsakringsbolaget Skandia
Sweden
– -$13.1K -200 Closed
T
706
TOBAM
France
– -$13K -199 Closed
WT
707
Washington Trust
Rhode Island
– -$5.43K -83 Closed
UCB
708
United Community Bank
South Carolina
– -$3.27K -50 Closed
GFPC
709
Global Financial Private Client
Florida
– -$2.94K -45 Closed
CA
710
Continuum Advisory
Idaho
– -$2.35K -36 Closed
S
711
Sachetta
Massachusetts
– -$2.22K -34 Closed
RCM
712
Raleigh Capital Management
North Carolina
– -$1.37K -21 Closed
GWM
713
Geneos Wealth Management
Colorado
– -$784 -12 Closed
GP
714
Greenline Partners
New York
– -$719 -11 Closed
BFS
715
Bare Financial Services
Pennsylvania
– -$523 -8 Closed
HFS
716
Hughes Financial Services
Virginia
– -$525 -8 Closed
RS
717
Rakuten Securities
Japan
– -$458 -7 Closed
HCP
718
Hexagon Capital Partners
Arkansas
– -$383 -6 Closed
WCM
719
WealthTrak Capital Management
Virginia
– -$327 -5 Closed
CWC
720
Carolinas Wealth Consulting
North Carolina
– -$327 -5 Closed
OCM
721
Osterweis Capital Management
California
– -$327 -5 Closed
GA
722
GoalVest Advisory
New York
– -$196 -3 Closed
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