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Comfort Systems

1,342 hedge funds and large institutions have $64.2B invested in Comfort Systems in 2026 Q2 according to their latest regulatory filings, with 243 funds opening new positions, 494 increasing their positions, 485 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 243 | Existing positions closed: 81

44% more capital invested

Capital invested by funds: $44.6B → $64.2B (+$19.6B)

12% more funds holding

Funds holding: 1,2011,342 (+141)

2% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 485

0.15% less ownership

Funds ownership: 92.46%92.32% (-0.15%)

27% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.46B

28% less funds holding in top 10

Funds holding in top 10: 4331 (-12)

Holders
1,342
Holders Change
+141
Holders Change %
+11.74%
% of All Funds
16.21%
Holding in Top 10
31
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-27.91%
% of All Funds
0.37%
New
243
Increased
494
Reduced
485
Closed
81
Calls
$1.07B
Puts
$1.46B
Net Calls
-$391M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$141M -$34.2M -18,833 -21%
Vanguard Asset Management
77
Vanguard Asset Management
$135M +$14.7M +8,101 +13%
National Pension Service
78
National Pension Service
South Korea
$134M -$7.49M -4,128 -6%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$134M +$31M +17,106 +34%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$133M -$1.18M -653 -1%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$131M -$1.19M -655 -1%
ClearBridge Investments
82
ClearBridge Investments
New York
$130M -$172M -94,595 -59%
Allspring Global Investments
83
Allspring Global Investments
North Carolina
$127M -$103M -56,933 -46%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$127M -$26.2M -14,452 -18%
Jennison Associates
85
Jennison Associates
New York
$126M +$61M +33,590 +112%
Lazard Asset Management
86
Lazard Asset Management
New York
$123M -$8.8M -4,847 -7%
Victory Capital Management
87
Victory Capital Management
Texas
$122M -$4.74M -2,610 -4%
Prudential Financial
88
Prudential Financial
New Jersey
$120M +$48M +26,455 +78%
Man Group
89
Man Group
United Kingdom
$107M -$7.05M -3,886 -7%
Pictet Asset Management
90
Pictet Asset Management
Switzerland
$107M +$45M +24,815 +85%
PCH
91
Polar Capital Holdings
United Kingdom
$106M +$12.3M +6,790 +15%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$105M +$13.2M +7,286 +16%
Bank Julius Baer & Co
93
Bank Julius Baer & Co
Switzerland
$104M +$86.6M +47,716 +1,001%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$103M +$22M +12,130 +30%
LPL Financial
95
LPL Financial
California
$103M +$4.14M +2,281 +5%
SGAM
96
Smith Group Asset Management
Texas
$103M -$14.1M -7,795 -13%
Macquarie Group
97
Macquarie Group
Australia
$102M +$20.2M +11,129 +28%
NAMI
98
Nomura Asset Management International
Pennsylvania
$99.1M +$7.31M +4,028 +9%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$96.4M +$15M +8,292 +21%
BA
100
Bridgewater Associates
Connecticut
$96.1M -$68.9M -37,956 -44%

FIX Hedge Fund Activity: Q2 2026 in Review

1,342 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q2 2026, worth a combined $64.2B — up 44% from $44.6B a quarter earlier.

Buyers outnumbered sellers: 243 funds opened new FIX positions and 81 closed out — a net gain of 162 holders — while 494 added to existing stakes and 485 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $400M. The largest seller was Westfield Capital Management, cutting an estimated $482M.

  • 1,342 institutional investors held Comfort Systems (FIX) as of Q2 2026, up from 1,201 in Q1 2026.
  • Funds reported $64.2B of Comfort Systems stock for Q2 2026, up 44% quarter-over-quarter.
  • 243 funds opened new Comfort Systems positions in Q2 2026 and 81 closed out, a net change of +162 holders.
  • The largest Comfort Systems buyer in Q2 2026 was Massachusetts Financial Services, an estimated $400M added.
  • The largest Comfort Systems seller in Q2 2026 was Westfield Capital Management, an estimated $482M sold.

Based on aggregated 13F filings for Q2 2026.