FIX icon

Comfort Systems
FIX

Overview Fund Activity

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

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$419M
2
Artisan Partners
Artisan Partners
Wisconsin
$115M
3
TP
Third Point
New York
$99.2M
4
Deutsche Bank
Deutsche Bank
Germany
$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$842M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$9.61M
2
Millennium Management
Millennium Management
New York
$83.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$53.7M
4
Jennison Associates
Jennison Associates
New York
$1.36M
5
Citadel Advisors
Citadel Advisors
Florida
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
526
Acadian Asset Management
Massachusetts
$359K +$269K +502 +297%
RBFC
527
Roman Butler Fullerton & Co
Missouri
$359K +$359K +521 New
WWC
528
Waypoint Wealth Counsel
Georgia
$354K +$354K +660 New
OF
529
Optimize Financial
California
$352K -$2.15K -4 -0.6%
CPIG
530
Chicago Partners Investment Group
Illinois
$350K +$81.1K +148 +30%
DWM
531
Dakota Wealth Management
Florida
$346K +$6.44K +12 +2%
CCAL
532
City Center Advisors LLC
Michigan
$342K -$6.44K -12 -2%
LA
533
LVW Advisors
New York
$342K +$342K +637 New
DS
534
DRW Securities
Illinois
$334K +$334K +623 New
AO
535
Advisor OS
Illinois
$329K +$329K +614 New
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$329K +$281K +524 +582%
Rafferty Asset Management
537
Rafferty Asset Management
New York
$329K +$329K +614 New
SWM
538
Spire Wealth Management
Virginia
$328K -$211K -393 -39%
AFGAS
539
Allegiance Financial Group Advisory Services
Virginia
$325K +$325K +607 New
AssetMark Inc
540
AssetMark Inc
California
$322K +$156K +291 +94%
AI
541
AXS Investments
New York
$322K +$322K +600 New
HIS
542
Harvest Investment Services
Illinois
$320K +$320K +597 New
OFG
543
OmniStar Financial Group
North Carolina
$320K +$320K +597 New
CWM
544
Connecticut Wealth Management
Connecticut
$316K +$316K +590 New
BWP
545
Balboa Wealth Partners
Arizona
$315K +$315K +588 New
Simplex Trading
546
Simplex Trading
Illinois
$314K -$686K -1,281 -69%
WA
547
Waddell & Associates
Tennessee
$314K +$314K +585 New
EWA
548
EP Wealth Advisors
California
$311K +$311K +579 New
MM
549
MQS Management
New York
$309K -$185K -345 -37%
LOAMU
550
Lombard Odier Asset Management (USA)
New York
$307K +$307K +573 New
20 21
22
23 24