A.O. Smith
657 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 231 increasing their positions, 238 reducing their positions, and 90 closing their positions.
23% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 90
2.4% more ownership
Funds ownership: 92.31% → 94.71% (+2.4%)
2% more funds holding
Funds holding: 643 → 657 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 238
4% less capital invested
Capital invested by funds: $7.55B → $7.28B (-$271M)
15% less call options, than puts
Call options by funds: $36M | Put options by funds: $42.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$141M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$82.8M |
| 3 |
SP
Sarasin & Partners
London,
United Kingdom
|
+$76.7M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$31.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$171M |
| 2 |
State Street
Boston,
Massachusetts
|
-$116M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$48.8M |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$35M |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
-$32.6M |
AOS Hedge Fund Activity: Q1 2025 in Review
657 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2025, worth a combined $7.28B — down 3.6% from $7.55B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new AOS positions and 90 closed out — a net gain of 21 holders — while 231 added to existing stakes and 238 trimmed.
The largest buyer was Impax Asset Management Group, adding an estimated $141M. The largest seller was Select Equity Group, cutting an estimated $171M.
- 657 institutional investors held A.O. Smith (AOS) as of Q1 2025, up from 643 in Q4 2024.
- Funds reported $7.28B of A.O. Smith stock for Q1 2025, down 3.6% quarter-over-quarter.
- 111 funds opened new A.O. Smith positions in Q1 2025 and 90 closed out, a net change of +21 holders.
- The largest A.O. Smith buyer in Q1 2025 was Impax Asset Management Group, an estimated $141M added.
- The largest A.O. Smith seller in Q1 2025 was Select Equity Group, an estimated $171M sold.
Based on aggregated 13F filings for Q1 2025.