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Comfort Systems
FIX

884 hedge funds and large institutions have $27.5B invested in Comfort Systems in 2025 Q3 according to their latest regulatory filings, with 208 funds opening new positions, 281 increasing their positions, 309 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 73

51% more capital invested

Capital invested by funds: $18.1B → $27.5B (+$9.31B)

50% more funds holding in top 10

Funds holding in top 10: 16 → 24 (+8)

17% more funds holding

Funds holding: 754 → 884 (+130)

9% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 309

1.47% less ownership

Funds ownership: 95.93% → 94.46% (-1.5%)

32% less call options, than puts

Call options by funds: $145M | Put options by funds: $213M

Holders
884
Holders Change
+130
Holders Change %
+17.24%
% of All Funds
11.6%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
208
Increased
281
Reduced
309
Closed
73
Calls
$145M
Puts
$213M
Net Calls
-$68M
Net Calls Change
-$84.1M

Top Buyers

1
AT
AMF Tjänstepension
Sweden
+$220M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$218M
3
CHP
Castle Hook Partners
New York
+$189M
4
Millennium Management
Millennium Management
New York
+$138M
5
JP Morgan Chase
JP Morgan Chase
New York
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$290M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$110M
3
AIM
Artemis Investment Management
United Kingdom
-$89.5M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$70M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$68.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
826
High Note Wealth
Minnesota
$9.08K – – –
WTC
827
WhitTier Trust Company
Nevada
$9K -$34.6K -51 -82%
CPG
828
Cornerstone Planning Group
New Jersey
$8.68K – – –
VWWMG
829
Vermillion & White Wealth Management Group
Pennsylvania
$8.25K -$13.6K -20 -67%
AFG
830
Albion Financial Group
Utah
$8.25K +$4.07K +6 +150%
CA
831
CoreCap Advisors
Michigan
$7.43K – – –
MAFA
832
MJT & Associates Financial Advisory
Minnesota
$7.43K – – –
PWA
833
Provenance Wealth Advisors
Florida
$7.43K – – –
BFS
834
Bare Financial Services
Pennsylvania
$7.43K +$678 +1 +13%
PWA
835
Physician Wealth Advisors
Utah
$7.43K +$1.35K +2 +29%
DPW
836
DiNuzzo Private Wealth
Pennsylvania
$7.03K – – –
AUB
837
Atlantic Union Bankshares
Virginia
$6.6K +$5.42K +8 New
WWM
838
Wolff Wiese Magana
California
$6.6K +$5.42K +8 New
LSA
839
Leonteq Securities AG
Switzerland
$6.6K -$16.3K -24 -75%
AWM
840
Activest Wealth Management
Florida
$6.6K – – –
CCM
841
Cloud Capital Management
Washington
$6K +$5.42K +8 New
TWC
842
TD Waterhouse Canada
Ontario, Canada
$5.84K +$4.74K +7 New
BWL
843
Bogart Wealth LLC
Virginia
$5.78K +$678 +1 +17%
ACM
844
Accent Capital Management
Ohio
$5.78K +$4.74K +7 New
CT
845
Colonial Trust
South Carolina
$4.95K -$4.07K -6 -50%
FNWA
846
Financial Network Wealth Advisors
Utah
$4.13K -$678 -1 -17%
PWMG
847
Prestige Wealth Management Group
New Jersey
$4.13K – – –
SIC
848
SJS Investment Consulting
Ohio
$4.13K – – –
GA
849
Guerra Advisors
Florida
$4.13K +$3.39K +5 New
MAM
850
Marquette Asset Management
Minnesota
$4.13K +$3.39K +5 New
32 33
34
35 36

FIX Hedge Fund Activity: Q3 2025 in Review

884 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q3 2025, worth a combined $27.5B — up 51% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new FIX positions and 73 closed out — a net gain of 135 holders — while 281 added to existing stakes and 309 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $220M. The largest seller was Capital World Investors, cutting an estimated $290M.

  • 884 institutional investors held Comfort Systems (FIX) as of Q3 2025, up from 754 in Q2 2025.
  • Funds reported $27.5B of Comfort Systems stock for Q3 2025, up 51% quarter-over-quarter.
  • 208 funds opened new Comfort Systems positions in Q3 2025 and 73 closed out, a net change of +135 holders.
  • The largest Comfort Systems buyer in Q3 2025 was AMF Tjänstepension, an estimated $220M added.
  • The largest Comfort Systems seller in Q3 2025 was Capital World Investors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2025.