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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$941M +$19.4M +286,316 +2%
BlackRock
2
BlackRock
New York
$582M +$7.59M +112,373 +1%
State Street
3
State Street
Massachusetts
$413M -$116M -1,715,279 -21%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$339M +$141M +2,086,433 +67%
Invesco
5
Invesco
Georgia
$328M +$20.8M +307,201 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$232M -$9.74M -144,089 -4%
First Trust Advisors
7
First Trust Advisors
Illinois
$159M -$12.2M -180,110 -7%
ProShare Advisors
8
ProShare Advisors
Maryland
$158M -$1.61M -23,804 -1%
Morgan Stanley
9
Morgan Stanley
New York
$141M -$1.73M -25,609 -1%
EARNEST Partners
10
EARNEST Partners
Georgia
$134M -$1.02M -15,060 -0.7%
Amundi
11
Amundi
France
$121M +$10.8M +160,522 +9%
Fisher Asset Management
12
Fisher Asset Management
Washington
$119M -$26.3M -389,807 -18%
Bank of America
13
Bank of America
North Carolina
$114M +$1.87M +27,707 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$109M +$29.6M +438,291 +36%
KBC Group
15
KBC Group
Belgium
$109M +$943K +13,954 +0.8%
Nomura Asset Management
16
Nomura Asset Management
Japan
$99M +$9.93M +146,939 +11%
SEI Investments
17
SEI Investments
Pennsylvania
$94.8M +$3.24M +47,949 +3%
Norges Bank
18
Norges Bank
Norway
$92.8M +$609K +9,016 +0.6%
American Century Companies
19
American Century Companies
Missouri
$88.1M +$82.8M +1,225,521 +999%
UBS Group
20
UBS Group
Switzerland
$85.2M +$3.83M +56,604 +5%
Northern Trust
21
Northern Trust
Illinois
$82.7M -$14.2M -210,174 -14%
Charles Schwab
22
Charles Schwab
California
$81.8M +$1.36M +20,101 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$78.3M +$3.71M +54,830 +5%
SP
24
Sarasin & Partners
United Kingdom
$74.2M +$76.7M +1,134,952 New
UBS AM
25
UBS AM
Illinois
$71.1M +$28.2M +417,667 +62%