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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
MM
926
MQS Management
New York
– -$309K -577 Closed
LOAMU
927
Lombard Odier Asset Management (USA)
New York
– -$307K -573 Closed
GCP
928
GSA Capital Partners
United Kingdom
– -$294K -549 Closed
MCM
929
Maple Capital Management
Vermont
– -$293K -546 Closed
RAM
930
Readystate Asset Management
Illinois
– -$291K -542 Closed
VIM
931
Vinva Investment Management
Australia
– -$367K -448 Closed
FC
932
Farringdon Capital
United Kingdom
– -$208K -388 Closed
EAM
933
Erste Asset Management
Austria
– -$199K -372 Closed
TSMHT
934
Thurston Springer Miller Herd & Titak
Indiana
– -$132K -246 Closed
MPW
935
MASECO Private Wealth
– -$64K -119 Closed
HT
936
Headlands Technologies
Illinois
– -$59.5K -111 Closed
VSQM
937
V-Square Quantitative Management
Illinois
– -$57.9K -108 Closed
AAS
938
Ameritas Advisory Services
Nebraska
– -$27.3K -51 Closed
CWM
939
CarsonAllaria Wealth Management
Illinois
– -$26.8K -50 Closed
PSFG
940
Park Square Financial Group
Georgia
– -$21.4K -40 Closed
CPBTD
941
Central Pacific Bank - Trust Division
Hawaii
– -$18.8K -35 Closed
HIA
942
Harbor Investment Advisory
Maryland
– -$16.1K -30 Closed
TPWA
943
Twin Peaks Wealth Advisors
California
– -$18K -25 Closed
RI
944
Ridgewood Investments
New Jersey
– -$11.8K -22 Closed
NC
945
NewSquare Capital
Pennsylvania
– -$10.2K -19 Closed
RAM
946
Riggs Asset Management
Pennsylvania
– -$5.82K -11 Closed
CIAM
947
Caitong International Asset Management
Hong Kong
– -$4.83K -9 Closed
CFFP
948
Center for Financial Planning
Michigan
– -$2.68K -5 Closed
WCM
949
WealthTrak Capital Management
Virginia
– -$2.68K -5 Closed
AT
950
Arlington Trust
Alabama
– -$2.15K -4 Closed
35 36 37
38
39

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.