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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
HFS
851
Hughes Financial Services
Virginia
$3.9K – – –
WA
852
Westfuller Advisors
New York
$3.89K +$3.39K +5 New
CH
853
Cromwell Holdings
Wyoming
$3.3K – – –
WB
854
Webster Bank
Connecticut
$3.3K – – –
TIM
855
Tortoise Investment Management
New York
$3.3K +$678 +1 +33%
CIA
856
Cape Investment Advisory
Georgia
$3.3K +$2.71K +4 New
S
857
Sachetta
Massachusetts
$3.3K +$2.71K +4 New
BHWM
858
Bay Harbor Wealth Management
Maryland
$3.3K +$678 +1 +33%
T
859
Transce3nd
Texas
$2.74K -$125K -185 -96%
HIA
860
HFM Investment Advisors
New Jersey
$2.48K – – –
KG
861
Kilter Group
New York
$2.48K – – –
RWM
862
Rialto Wealth Management
New York
$2.48K +$678 +1 +50%
CFG
863
Clayton Financial Group
Missouri
$2.48K +$2.03K +3 New
RWS
864
Retirement Wealth Solutions
Wisconsin
$2.48K +$2.03K +3 New
CAL
865
Capital Advisors Ltd
Ohio
$2K – – –
PMAM
866
Picton Mahoney Asset Management
Ontario, Canada
$2K – – –
WCM
867
Winthrop Capital Management
Indiana
$2K – – –
VNA
868
Valley National Advisers
Pennsylvania
$2K +$2.03K +3 New
PEAK6
869
PEAK6
Illinois
$1.74K +$678 +1 +100%
AGWCA
870
Annis Gardner Whiting Capital Advisors
Florida
$1.65K – – –
QWM
871
Quaker Wealth Management
New Jersey
$1.65K – – –
PPC
872
Park Place Capital
Alabama
$1.65K +$1.35K +2 New
MA
873
Montag & Associates
Georgia
$1.04K +$678 +1 New
TPBG
874
Turning Point Benefit Group
Maryland
$834 +$678 +1 New
PA
875
Pineridge Advisors
Missouri
$828 – – –
33 34
35
36 37

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.