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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
NRG
1226
Nemes Rush Group
Michigan
$47.6K +$43.5K +24 New
RF
1227
Rossby Financial
Florida
$45.6K -$1.81K -1 -4%
FMII
1228
Farmers & Merchants Investments Inc
Nebraska
$45.6K
ANBT
1229
American National Bank & Trust
Texas
$45.6K
GA
1230
GoalVest Advisory
New York
$43.6K
MIFH
1231
Migdal Insurance & Financial Holdings
Israel
$43.6K +$21.8K +12 +120%
FHC
1232
First Horizon Corporation
Tennessee
$43.6K +$32.7K +18 +450%
CSP
1233
Cary Street Partners
Virginia
$43.6K +$39.9K +22 New
CTA
1234
Colonial Trust Advisors
South Carolina
$41.6K +$38.1K +21 New
JFA
1235
JNBA Financial Advisors
Minnesota
$41.6K +$38.1K +21 New
SEP
1236
Signature Equity Partners
Ohio
$39.7K -$27.2K -15 -43%
KAS
1237
Kemnay Advisory Services
New York
$37.7K -$143K -79 -81%
CWA
1238
Carolina Wealth Advisors
South Carolina
$35.7K +$12.7K +7 +64%
AT
1239
Avalon Trust
New Mexico
$31.7K
S
1240
Sachetta
Massachusetts
$31.7K +$5.44K +3 +23%
CIM
1241
Contravisory Investment Management
Massachusetts
$31.7K -$3.63K -2 -11%
FMB
1242
Field & Main Bank
Kentucky
$31.7K +$29K +16 New
BWL
1243
Bogart Wealth LLC
Virginia
$29.7K -$5.44K -3 -17%
AG
1244
AmeriFlex Group
Nevada
$29.7K
WWM
1245
Wolff Wiese Magana
California
$27.7K +$10.9K +6 +75%
HCA
1246
Harbor Capital Advisors
Illinois
$26K +$23.6K +13 New
PWA
1247
Physician Wealth Advisors
Utah
$25.8K +$1.81K +1 +8%
DWM
1248
Dogwood Wealth Management
Kansas
$25.8K +$9.07K +5 +63%
AA
1249
Ancora Advisors
Ohio
$23.8K
B
1250
Bayban
Minnesota
$23.8K

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.