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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
GG
1276
Gleason Group
Kentucky
$15.9K +$14.5K +8 New
IA
1277
IFG Advisory
Georgia
$15.9K +$14.5K +8 New
DF
1278
Dunhill Financial
United Kingdom
$15.1K +$3.63K +2 +40%
AW
1279
Avion Wealth
Texas
$15K
CCM
1280
Chilton Capital Management
Texas
$13.9K
RWM
1281
Rialto Wealth Management
New York
$13.9K +$3.63K +2 +40%
WA
1282
Westfuller Advisors
New York
$12.5K
HWA
1283
Heritage Wealth Advisors
Virginia
$11.9K -$14.5K -8 -57%
HWP
1284
Highline Wealth Partners
California
$11.9K
WA
1285
WPG Advisers
Maryland
$11.9K
EWP
1286
Elevation Wealth Partners
California
$11.9K +$3.63K +2 +50%
HFS
1287
Hughes Financial Services
Virginia
$11.9K +$3.63K +2 +50%
RWM
1288
Raffa Wealth Management
District of Columbia
$11.9K +$5.44K +3 +100%
TC
1289
Truvestments Capital
Florida
$11.9K +$10.9K +6 New
AAM
1290
Alphadyne Asset Management
New York
$9.91K -$36.3K -20 -80%
PWMG
1291
Prestige Wealth Management Group
New Jersey
$9.91K
RWS
1292
Retirement Wealth Solutions
Wisconsin
$9.91K
SFG
1293
Strive Financial Group
Indiana
$9.91K
CH
1294
Cromwell Holdings
Wyoming
$9.91K +$1.81K +1 +25%
VWA
1295
Valued Wealth Advisors
Utah
$9.91K +$1.81K +1 +25%
CIA
1296
Cape Investment Advisory
Georgia
$9.91K +$9.07K +5 New
GWM
1297
Geneos Wealth Management
Colorado
$9.91K +$9.07K +5 New
SC
1298
Swan Capital
Florida
$9.91K +$9.07K +5 New
PMFA
1299
Plante Moran Financial Advisors
Michigan
$7.93K +$7.26K +4 New
BWM
1300
Bullock Wealth Management
Indiana
$7.46K +$7.26K +4 New

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.