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Comfort Systems

631 hedge funds and large institutions have $10.9B invested in Comfort Systems in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 276 increasing their positions, 200 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 200

9% more call options, than puts

Call options by funds: $59.6M | Put options by funds: $54.9M

0.25% less ownership

Funds ownership: 95.41%95.16% (-0.25%)

5% less funds holding

Funds holding: 665631 (-34)

20% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 123

24% less capital invested

Capital invested by funds: $14.4B → $10.9B (-$3.5B)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
631
Holders Change
-34
Holders Change %
-5.11%
% of All Funds
8.46%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
99
Increased
276
Reduced
200
Closed
123
Calls
$59.6M
Puts
$54.9M
Net Calls
+$4.7M
Net Calls Change
+$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Storebrand Asset Management
Norway
$15.4M +$2.44M +6,050 +14%
Squarepoint
102
Squarepoint
New York
$15.2M -$8.33M -20,653 -30%
WCM Investment Management
103
WCM Investment Management
California
$15.1M +$2.27M +5,634 +14%
Jane Street
104
Jane Street
New York
$14.3M -$3.32M -8,224 -16%
HCA
105
Harbor Capital Advisors
Illinois
$14.2M +$8.71M +21,598 +96%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$14M +$11.1M +27,423 +170%
Tudor Investment Corp
107
Tudor Investment Corp
Connecticut
$13.8M +$16.3M +40,441 +1,737%
BAMF
108
BI Asset Management Fondsmaeglerselskab
Denmark
$13.4M +$1.55M +3,831 +10%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$13.1M -$3.17M -7,867 -16%
CF
110
Corebridge Financial
Texas
$12.8M -$392K -973 -2%
AG
111
Algert Global
California
$12.7M +$722K +1,789 +5%
VanEck Associates
112
VanEck Associates
New York
$12.5M +$1.52M +3,766 +11%
Truist Financial
113
Truist Financial
North Carolina
$12.3M -$555K -1,376 -3%
Macquarie Group
114
Macquarie Group
Australia
$11.5M +$13.3K +33 +0.1%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$11.4M -$173K -430 -1%
EF
116
Empowered Funds
Pennsylvania
$11M +$12.6M +31,295 +1,155%
California State Teachers Retirement System (CalSTRS)
117
California State Teachers Retirement System (CalSTRS)
California
$10.6M -$151K -374 -1%
Barclays
118
Barclays
United Kingdom
$10.5M -$4.77M -11,819 -27%
DCP
119
Distillate Capital Partners
Illinois
$10.3M -$1.5M -3,719 -10%
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$10.3M +$4.56M +11,300 +55%
MWM
121
Moran Wealth Management
Florida
$9.79M -$3.36M -8,323 -22%
ACA
122
Aptus Capital Advisors
Alabama
$9.43M +$1.29M +3,200 +12%
Bessemer Group
123
Bessemer Group
New Jersey
$9.39M -$13.8M -34,108 -54%
ACM
124
Aquatic Capital Management
Illinois
$9.05M +$10.2M +25,358 +928%
Canada Life
125
Canada Life
Manitoba, Canada
$9.01M -$672K -1,665 -6%

FIX Hedge Fund Activity: Q1 2025 in Review

631 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Comfort Systems (FIX) for Q1 2025, worth a combined $10.9B — down 24% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of FIX and 99 opened new positions — a net loss of 24 holders — while 200 trimmed existing stakes and 276 added.

The largest buyer was AQR Capital Management, adding an estimated $110M. The largest seller was BlackRock, cutting an estimated $387M.

  • 631 institutional investors held Comfort Systems (FIX) as of Q1 2025, down from 665 in Q4 2024.
  • Funds reported $10.9B of Comfort Systems stock for Q1 2025, down 24% quarter-over-quarter.
  • 99 funds opened new Comfort Systems positions in Q1 2025 and 123 closed out, a net change of -24 holders.
  • The largest Comfort Systems buyer in Q1 2025 was AQR Capital Management, an estimated $110M added.
  • The largest Comfort Systems seller in Q1 2025 was BlackRock, an estimated $387M sold.

Based on aggregated 13F filings for Q1 2025.