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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
CFGS
726
Concourse Financial Group Securities
Alabama
-$159K -2,240 Closed
KG
727
Kieckhefer Group
Wisconsin
-$123K -1,800 Closed
LDB
728
Lee, Danner & Bass
Tennessee
-$88.7K -1,300 Closed
CPCPP
729
Canada Post Corporation Pension Plan
Canada
-$84.2K -1,235 Closed
MWM
730
Mascoma Wealth Management
New Hampshire
-$56.6K -830 Closed
EBA
731
Eagle Bay Advisors
New York
-$53.1K -778 Closed
AWM
732
Avior Wealth Management
Nebraska
-$52.6K -771 Closed
LC
733
Lavaca Capital
Texas
-$30K -440 Closed
UOTTAIMCU
734
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$20.5K -300 Closed
OC
735
Oarsman Capital
Wisconsin
-$13.6K -200 Closed
VWM
736
Venturi Wealth Management
Texas
-$12.8K -188 Closed
CCA
737
Catalyst Capital Advisors
New York
-$10.3K -151 Closed
MRP
738
Measured Risk Portfolios
California
-$8.32K -122 Closed
PPC
739
Park Place Capital
Alabama
-$2.25K -33 Closed
WA
740
WPG Advisers
Maryland
-$1.84K -27 Closed
MSWM
741
Mowery & Schoenfeld Wealth Management
Illinois
-$1.36K -20 Closed
MA
742
MCF Advisors
Kentucky
-$683 -10 Closed
CPG
743
Cornerstone Planning Group
New Jersey
-$500 -7 Closed
AGWCA
744
Annis Gardner Whiting Capital Advisors
Florida
-$205 -3 Closed
Parallax Volatility Advisers
745
Parallax Volatility Advisers
California
-$68 -1 Closed