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Comfort Systems

745 hedge funds and large institutions have $18.1B invested in Comfort Systems in 2025 Q2 according to their latest regulatory filings, with 178 funds opening new positions, 265 increasing their positions, 225 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
745
Holders Change
+120
Holders Change %
+19.2%
% of All Funds
9.99%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.21%
New
178
Increased
265
Reduced
225
Closed
49
Calls
$78.2M
Puts
$62.1M
Net Calls
+$16.1M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
451
Petra Financial Advisors
Colorado
$560K +$560K +1,045 New
CA
452
Clearstead Advisors
Ohio
$558K +$458K +855 +460%
GWM
453
Gibbs Wealth Management
Georgia
$549K +$549K +1,024 New
PCMH
454
Polymer Capital Management (HK)
Hong Kong
$544K +$544K +1,014 New
GI
455
GAMMA Investing
California
$541K +$117K +219 +28%
TPI
456
Trust Point Inc
Wisconsin
$539K -$89.5K -167 -14%
DFCM
457
Dark Forest Capital Management
Puerto Rico
$538K -$4.04M -7,542 -88%
CGIM
458
Cannon Global Investment Management
Florida
$536K +$536K +1,000 New
AI
459
AdvisorShares Investments
Maryland
$530K -$75.6K -141 -12%
NAM
460
NorthCrest Asset Manangement
Minnesota
$530K +$22.2K +41 +4%
JSW
461
Journey Strategic Wealth
New Jersey
$524K +$147K +274 +39%
KBC Group
462
KBC Group
Belgium
$523K -$305K -568 -37%
KRW
463
Kaufman Rossin Wealth
Florida
$521K +$58.4K +109 +13%
Aviva
464
Aviva
United Kingdom
$518K -$426K -795 -45%
KC
465
Katamaran Capital
United Kingdom
$510K +$510K +951 New
TPCW
466
TD Private Client Wealth
New York
$509K -$153K -286 -23%
LCG
467
Lisanti Capital Growth
New York
$507K +$507K +945 New
BRWA
468
B. Riley Wealth Advisors
Florida
$505K +$505K +942 New
DO
469
denkapparat Operations
Germany
$503K +$503K +938 New
SVWAG
470
Sound View Wealth Advisors Group
Georgia
$502K
PS
471
Principal Securities
Iowa
$499K -$33.8K -63 -6%
EWA
472
EverSource Wealth Advisors
Alabama
$494K +$440K +820 +812%
FIM
473
Freedom Investment Management
Connecticut
$486K -$205K -383 -30%
CFD
474
Creative Financial Designs
Indiana
$485K +$485K +904 +90,400%
SIA
475
Soltis Investment Advisors
Utah
$483K +$483K +900 New