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Comfort Systems
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Overview Fund Activity

625 hedge funds and large institutions have $10.7B invested in Comfort Systems in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 198 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
-35
Holders Change %
-5.3%
% of All Funds
8.49%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
99
Increased
272
Reduced
198
Closed
121
Calls
$59.5M
Puts
$54.9M
Net Calls
+$4.64M
Net Calls Change
+$15.7M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$165M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$103M
3
Capital World Investors
Capital World Investors
California
$747M
4
Citadel Advisors
Citadel Advisors
Florida
$62.4M
5
Millennium Management
Millennium Management
New York
$102M

Top Sellers

1
BlackRock
BlackRock
New York
$1.27B
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Invesco
Invesco
Georgia
$324M
4
Goldman Sachs
Goldman Sachs
New York
$107M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
726
Princeton Global Asset Management
New Jersey
– -$17K -40 Closed
Twin Tree Management
727
Twin Tree Management
Texas
– -$16.5K -39 Closed
WSFS
728
Wilmington Savings Fund Society
Delaware
– -$16.5K -39 Closed
HCM
729
Hollencrest Capital Management
California
– -$15.7K -37 Closed
CAS
730
Coppell Advisory Solutions
Texas
– -$11.6K -27 Closed
BOJHT
731
Bank of Jackson Hole Trust
Wyoming
– -$6.36K -15 Closed
TWC
732
TD Waterhouse Canada
Ontario, Canada
– -$5.09K -12 Closed
LI
733
LRI Investments
Florida
– -$4.83K -11 Closed
AGWCA
734
Annis Gardner Whiting Capital Advisors
Florida
– -$4.24K -10 Closed
MLA
735
MB, Levis & Associates
Pennsylvania
– -$4.24K -10 Closed
HI
736
Horizon Investments
North Carolina
– -$1.7K -4 Closed
FFO
737
Fortitude Family Office
Arizona
– -$1.7K -4 Closed
PWA
738
Physician Wealth Advisors
Utah
– -$1.27K -3 Closed
TFA
739
Toth Financial Advisory
Virginia
– -$1.27K -3 Closed
CWP
740
Concord Wealth Partners
Virginia
– -$1.27K -3 Closed
Cohen & Steers
741
Cohen & Steers
New York
– -$1K -2 Closed
RTC
742
Riverview Trust Company
Washington
– -$848 -2 Closed
TFM
743
TFC Financial Management
Massachusetts
– -$425 -1 Closed
CAWM
744
Capital A Wealth Management
Pennsylvania
– -$424 -1 Closed
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