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A.O. Smith
AOS

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 %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$6.46M +$6.46M +98,529 New
Citigroup
127
Citigroup
New York
$6.19M -$4.23M -64,519 -41%
Point72 Asset Management
128
Point72 Asset Management
Connecticut
$6.06M -$20.3M -310,023 -77%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$5.9M -$40.6K -619 -0.7%
ECM
130
ExodusPoint Capital Management
New York
$5.84M +$5.84M +89,020 New
New York State Teachers Retirement System (NYSTRS)
131
New York State Teachers Retirement System (NYSTRS)
New York
$5.71M -$3.87K -59 -0.1%
Boston Partners
132
Boston Partners
Massachusetts
$5.65M -$878K -13,385 -13%
LFAS
133
Level Four Advisory Services
Texas
$5.56M -$7.41K -113 -0.1%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$5.55M -$264K -4,023 -5%
National Bank of Canada
135
National Bank of Canada
Quebec, Canada
$5.29M -$654K -9,972 -11%
HPCM
136
Hunter Perkins Capital Management
Illinois
$5.28M -$1.79M -27,312 -25%
Marshall Wace
137
Marshall Wace
United Kingdom
$5.21M +$5.21M +79,493 New
BEI
138
Benjamin Edwards Inc
Missouri
$5.18M -$203K -3,092 -4%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$5.03M -$15.1M -229,871 -75%
QT
140
Quantbot Technologies
New York
$5.01M +$777K +11,845 +18%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$4.87M -$14.3K -218 -0.3%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$4.85M +$3.45M +52,600 +246%
Prudential Financial
143
Prudential Financial
New Jersey
$4.75M +$556K +8,487 +13%
DJSG
144
D.J. St. Germain
Massachusetts
$4.7M +$872K +13,298 +23%
SG Americas Securities
145
SG Americas Securities
New York
$4.7M +$4.06M +61,972 +637%
Corient Private Wealth
146
Corient Private Wealth
Florida
$4.63M +$2.42M +36,887 +109%
GI
147
GAMCO Investors
Connecticut
$4.62M – – –
CB
148
Commerce Bank
Missouri
$4.59M -$446K -6,799 -9%
Hudson Bay Capital Management
149
Hudson Bay Capital Management
Connecticut
$4.56M +$2.15M +32,730 +89%
Janus Henderson Group
150
Janus Henderson Group
United Kingdom
$4.46M +$3.57M +54,428 +403%
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