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Comfort Systems
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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 %
MAFA
701
MJT & Associates Financial Advisory
Minnesota
$4.83K – – –
PWA
702
Provenance Wealth Advisors
Florida
$4.83K – – –
CIAM
703
Caitong International Asset Management
Hong Kong
$4.83K +$2.68K +5 +125%
AWM
704
Activest Wealth Management
Florida
$4.29K +$4.29K +8 New
PAI
705
Pittenger & Anderson Inc
Nebraska
$4.29K +$4.29K +8 New
BFS
706
Bare Financial Services
Pennsylvania
$4.29K +$1.07K +2 +33%
PWA
707
Physician Wealth Advisors
Utah
$3.75K +$3.75K +7 New
FNWA
708
Financial Network Wealth Advisors
Utah
$3.22K – – –
BWL
709
Bogart Wealth LLC
Virginia
$3.22K +$1.61K +3 +100%
HFS
710
Hughes Financial Services
Virginia
$2.76K +$2.07K +3 +300%
SIC
711
SJS Investment Consulting
Ohio
$2.68K -$2.15K -4 -44%
CFFP
712
Center for Financial Planning
Michigan
$2.68K – – –
WCM
713
WealthTrak Capital Management
Virginia
$2.68K +$536 +1 +25%
PWMG
714
Prestige Wealth Management Group
New Jersey
$2.68K +$2.68K +5 New
CH
715
Cromwell Holdings
Wyoming
$2.15K – – –
AFG
716
Albion Financial Group
Utah
$2.15K – – –
AT
717
Arlington Trust
Alabama
$2.15K +$2.15K +4 New
WB
718
Webster Bank
Connecticut
$2.15K +$2.15K +4 New
PMAM
719
Picton Mahoney Asset Management
Ontario, Canada
$2K -$2.59M -3,889 -100%
HWA
720
HHM Wealth Advisors
Tennessee
$1.61K – – –
PWM
721
Parkworth Wealth Management
California
$1.61K +$536 +1 +50%
HIA
722
HFM Investment Advisors
New Jersey
$1.61K +$1.07K +2 +200%
GWM
723
Geneos Wealth Management
Colorado
$1.61K +$1.61K +3 New
KG
724
Kilter Group
New York
$1.61K +$1.61K +3 New
TIM
725
Tortoise Investment Management
New York
$1.61K +$1.61K +3 New
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