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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
SC
876
SouthState Corp
Florida
$826 -$678 -1 -50%
ACA
877
American Capital Advisory
Idaho
$826 – – –
MCM
878
MV Capital Management
Maryland
$826 – – –
MFT
879
Moisand Fitzgerald Tamayo
Florida
$826 +$678 +1 New
SA
880
Seneschal Advisors
Washington
$826 +$678 +1 New
PWA
881
Principia Wealth Advisory
Texas
$825 – – –
WWA
882
Wealth Watch Advisors
Colorado
$825 +$678 +1 New
DF
883
Dunhill Financial
United Kingdom
$673 – – –
RCM
884
Raleigh Capital Management
North Carolina
$7 -$678 -1 Closed
Norges Bank
885
Norges Bank
Norway
– -$257M -479,287 Closed
Axa
886
Axa
France
– -$30.4M -56,700 Closed
Balyasny Asset Management
887
Balyasny Asset Management
Illinois
– -$18.6M -34,682 Closed
JG
888
Jain Global
New York
– -$18.4M -34,276 Closed
DCP
889
Distillate Capital Partners
Illinois
– -$16.1M -29,974 Closed
TC
890
TwinBeech Capital
New York
– -$7.79M -14,535 Closed
MCM
891
Moore Capital Management
New York
– -$6.63M -12,372 Closed
WorldQuant Millennium Advisors
892
WorldQuant Millennium Advisors
New York
– -$5.64M -10,509 Closed
EGI
893
EAM Global Investors
California
– -$4.95M -9,227 Closed
CAMG
894
CWA Asset Management Group
Florida
– -$3.33M -6,212 Closed
NS
895
Night Squared
New York
– -$3M -5,598 Closed
WI
896
WBI Investments
New Jersey
– -$2.52M -4,702 Closed
XT
897
XTX Topco
Cayman Islands
– -$1.63M -3,048 Closed
JIC
898
Johnson Investment Counsel
Ohio
– -$1.63M -3,043 Closed
LIC
899
Laurus Investment Counsel
Canada
– -$1.31M -2,440 Closed
ACM
900
Aquatic Capital Management
Illinois
– -$1.19M -2,223 Closed
34 35
36
37 38

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.